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Planned Solutions’s TE Connectivity TEL Stock Holding History

Planned Solutions’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
-25
Closed -$3.77K – 570
2024
Q3 		$3.77K Buy
+25
New +$3.74K ﹤0.01% 517
2021
Q1 		– Sell
-100
Closed -$12K – 368
2020
Q4 		$12K Hold
100
– – 0.01% 324
2020
Q3 		$10K Buy
+100
New +$9.2K 0.01% 261

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

Planned Solutions's TEL Position: Q4 2024 in Review

Planned Solutions sold out of TE Connectivity (TEL) in Q4 2024, closing a stake of 25 shares — an estimated $3.77K sold.

Planned Solutions first reported a position in TEL in Q3 2020 and held it in 3 quarters. The position peaked at $12K in Q4 2020. 1,018 funds tracked by Wall St. Rank hold TEL as of Q4 2024.

  • Planned Solutions reported no remaining TE Connectivity position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 25 TE Connectivity shares in Q4 2024, an estimated $3.77K.
  • Planned Solutions first reported a position in TE Connectivity in Q3 2020 and held it in 3 quarters.
  • Planned Solutions's TE Connectivity position peaked at $12K in Q4 2020.
  • 1,018 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.