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Regent Peak Wealth Advisors’s TE Connectivity TEL Stock Holding History

Regent Peak 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
Q1 		– Sell
-138
Closed -$17K – 887
2020
Q4 		$17K Buy
+138
New +$15.2K 0.01% 487

Other funds holding TEL

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Regent Peak Wealth Advisors's TEL Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of TE Connectivity (TEL) in Q1 2021, closing a stake of 138 shares — an estimated $17K sold.

Regent Peak Wealth Advisors first reported a position in TEL in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 794 funds tracked by Wall St. Rank hold TEL as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining TE Connectivity position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 138 TE Connectivity shares in Q1 2021, an estimated $17K.
  • Regent Peak Wealth Advisors first reported a position in TE Connectivity in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's TE Connectivity position peaked at $17K in Q4 2020.
  • 794 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.