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Provence Wealth Management Group’s TE Connectivity TEL Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$267K Buy
1,897
+152
+9% +$19.6K 0.14% 135
2023
Q3 		$216K Buy
+1,745
New +$233K 0.13% 139

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

Provence Wealth Management Group's TEL Position: Q4 2023 in Review

Provence Wealth Management Group increased its TE Connectivity (TEL) stake by 8.7% in Q4 2023, buying an estimated $19.6K and bringing the position to 1,897 shares worth $267K. The position accounts for 0.14% of the portfolio, ranked #135.

Provence Wealth Management Group first reported a position in TEL in Q3 2023 and has held it in 2 quarters since. 976 funds tracked by Wall St. Rank hold TEL as of Q4 2023.

  • Provence Wealth Management Group held 1,897 shares of TE Connectivity worth $267K as of Q4 2023.
  • Provence Wealth Management Group bought 152 TE Connectivity shares in Q4 2023, an estimated $19.6K.
  • TE Connectivity made up 0.14% of Provence Wealth Management Group's portfolio in Q4 2023, its #135 holding.
  • Provence Wealth Management Group first reported a position in TE Connectivity in Q3 2023 and has held it in 2 quarters since.
  • 976 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.