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PRW Wealth Management’s TE Connectivity TEL Stock Holding History

PRW Wealth Management’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
Q3 		– Sell
-1,636
Closed -$221K – 266
2021
Q2 		$221K Buy
+1,636
New +$219K 0.06% 246
2019
Q2 		– Sell
-65
Closed -$5K – 599
2019
Q1 		$5K Hold
65
– – ﹤0.01% 387
2018
Q4 		$5K Buy
+65
New +$5.01K 0.01% 387

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

PRW Wealth Management's TEL Position: Q3 2021 in Review

PRW Wealth Management sold out of TE Connectivity (TEL) in Q3 2021, closing a stake of 1,636 shares — an estimated $221K sold.

PRW Wealth Management first reported a position in TEL in Q4 2018 and held it in 3 quarters. The position peaked at $221K in Q2 2021. 840 funds tracked by Wall St. Rank hold TEL as of Q3 2021.

  • PRW Wealth Management reported no remaining TE Connectivity position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 1,636 TE Connectivity shares in Q3 2021, an estimated $221K.
  • PRW Wealth Management first reported a position in TE Connectivity in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's TE Connectivity position peaked at $221K in Q2 2021.
  • 840 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.