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Ropes Wealth Advisors’s TE Connectivity TEL Stock Holding History

Ropes 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
-2,050
Closed -$281K – 290
2021
Q3 		$281K Sell
2,050
-829
-29% -$120K 0.05% 237
2021
Q2 		$389K Sell
2,879
-25
-0.9% -$3.35K 0.06% 198
2021
Q1 		$389K Buy
2,904
+457
+19% +$58.7K 0.07% 184
2020
Q4 		$296K Sell
2,447
-683
-22% -$75.3K 0.05% 194
2020
Q3 		$306K Sell
3,130
-425
-12% -$39.1K 0.06% 172
2020
Q2 		$290K Buy
3,555
+110
+3% +$8.29K 0.06% 171
2020
Q1 		$217K Sell
3,445
-15
-0.4% -$1.28K 0.05% 171
2019
Q4 		$332K Buy
3,460
+630
+22% +$58.3K 0.07% 168
2019
Q3 		$264K Buy
2,830
+347
+14% +$31.9K 0.06% 195
2019
Q2 		$238K Buy
2,483
+720
+41% +$65K 0.05% 206
2019
Q1 		$142K Buy
1,763
+1,742
+8,295% +$141K 0.04% 244
2018
Q4 		$2K Hold
21
– – ﹤0.01% 487
2018
Q3 		$2K Hold
21
– – ﹤0.01% 512
2018
Q2 		$2K Hold
21
– – ﹤0.01% 545
2018
Q1 		$2K Hold
21
– – ﹤0.01% 549
2017
Q4 		$2K Hold
21
– – ﹤0.01% 731
2017
Q3 		$2K Sell
21
-21
-50% -$1.69K ﹤0.01% 673
2017
Q2 		$3K Hold
42
– – ﹤0.01% 492
2017
Q1 		$3K Hold
42
– – ﹤0.01% 486
2016
Q4 		$3K Sell
42
-365
-90% -$24.2K ﹤0.01% 474
2016
Q3 		$26K Buy
407
+365
+869% +$22.3K 0.01% 335
2016
Q2 		$2K Sell
42
-33
-44% -$1.99K ﹤0.01% 456
2016
Q1 		$5K Sell
75
-1,462
-95% -$84.9K ﹤0.01% 360
2015
Q4 		$99K Buy
1,537
+1,495
+3,560% +$96.4K 0.04% 200
2015
Q3 		$3K Sell
42
-35
-45% -$2.13K ﹤0.01% 372
2015
Q2 		$5K Hold
77
– – ﹤0.01% 275
2015
Q1 		$6K Buy
+77
New +$5.29K ﹤0.01% 276

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of TE Connectivity (TEL) in Q4 2021, closing a stake of 2,050 shares — an estimated $281K sold.

Ropes Wealth Advisors first reported a position in TEL in Q1 2015 and held it in 27 quarters. The position peaked at $389K in Q2 2021. 935 funds tracked by Wall St. Rank hold TEL as of Q4 2021.

  • Ropes Wealth Advisors reported no remaining TE Connectivity position as of Q4 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 2,050 TE Connectivity shares in Q4 2021, an estimated $281K.
  • Ropes Wealth Advisors first reported a position in TE Connectivity in Q1 2015 and held it in 27 quarters.
  • Ropes Wealth Advisors's TE Connectivity position peaked at $389K in Q2 2021.
  • 935 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2021.

Based on Ropes Wealth Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.