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Outlook Wealth Advisors’s TE Connectivity TEL Stock Holding History

Outlook Wealth Advisors’s Portfolio TEL Stock Details TEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,401
Closed -$363K – 276
2024
Q3 		$363K Sell
2,401
-3,916
-62% -$586K 0.1% 186
2024
Q2 		$950K Buy
6,317
+2,123
+51% +$311K 0.3% 68
2024
Q1 		$609K Sell
4,194
-363
-8% -$50.9K 0.19% 115
2023
Q4 		$640K Sell
4,557
-1,036
-19% -$133K 0.22% 95
2023
Q3 		$691K Buy
5,593
+133
+2% +$17.8K 0.26% 91
2023
Q2 		$765K Buy
5,460
+70
+1% +$8.85K 0.29% 84
2023
Q1 		$707K Buy
5,390
+52
+1% +$6.58K 0.31% 80
2022
Q4 		$613K Sell
5,338
-57
-1% -$6.77K 0.29% 95
2022
Q3 		$595K Sell
5,395
-18
-0.3% -$2.24K 0.27% 93
2022
Q2 		$612K Buy
5,413
+166
+3% +$20.6K 0.25% 107
2022
Q1 		$687K Sell
5,247
-39
-0.7% -$5.58K 0.23% 108
2021
Q4 		$853K Buy
5,286
+153
+3% +$23.7K 0.25% 95
2021
Q3 		$704K Buy
5,133
+103
+2% +$14.9K 0.23% 104
2021
Q2 		$680K Buy
5,030
+670
+15% +$89.8K 0.22% 114
2021
Q1 		$563K Buy
4,360
+2,039
+88% +$262K 0.2% 131
2020
Q4 		$281K Buy
+2,321
New +$256K 0.1% 158

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Outlook Wealth Advisors's TEL Position: Q4 2024 in Review

Outlook Wealth Advisors sold out of TE Connectivity (TEL) in Q4 2024, closing a stake of 2,401 shares — an estimated $363K sold.

Outlook Wealth Advisors first reported a position in TEL in Q4 2020 and held it in 16 quarters. The position peaked at $950K in Q2 2024. 1,018 funds tracked by Wall St. Rank hold TEL as of Q4 2024.

  • Outlook Wealth Advisors reported no remaining TE Connectivity position as of Q4 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 2,401 TE Connectivity shares in Q4 2024, an estimated $363K.
  • Outlook Wealth Advisors first reported a position in TE Connectivity in Q4 2020 and held it in 16 quarters.
  • Outlook Wealth Advisors's TE Connectivity position peaked at $950K in Q2 2024.
  • 1,018 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2024.

Based on Outlook Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.