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Phoenix Wealth Advisors’s TE Connectivity TEL Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-79
Closed -$11K – 331
2021
Q3 		$11K Hold
79
– – 0.01% 299
2021
Q2 		$11K Sell
79
-11
-12% -$1.47K 0.01% 294
2021
Q1 		$12K Buy
+90
New +$11.6K 0.01% 287

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Phoenix Wealth Advisors's TEL Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of TE Connectivity (TEL) in Q4 2021, closing a stake of 79 shares — an estimated $11K sold.

Phoenix Wealth Advisors first reported a position in TEL in Q1 2021 and held it in 3 quarters. The position peaked at $12K in Q1 2021. 934 funds tracked by Wall St. Rank hold TEL as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining TE Connectivity position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 79 TE Connectivity shares in Q4 2021, an estimated $11K.
  • Phoenix Wealth Advisors first reported a position in TE Connectivity in Q1 2021 and held it in 3 quarters.
  • Phoenix Wealth Advisors's TE Connectivity position peaked at $12K in Q1 2021.
  • 934 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.