RFP
TEL icon

Roth Financial Partners’s TE Connectivity TEL Stock Holding History

Roth Financial Partners’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
2022
Q2 		– Sell
-1,075
Closed -$141K – 33
2022
Q1 		$141K Buy
+1,075
New +$154K 0.1% 30

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Roth Financial Partners's TEL Position: Q2 2022 in Review

Roth Financial Partners sold out of TE Connectivity (TEL) in Q2 2022, closing a stake of 1,075 shares — an estimated $141K sold.

Roth Financial Partners first reported a position in TEL in Q1 2022 and held it in 1 quarter. The position peaked at $141K in Q1 2022. 850 funds tracked by Wall St. Rank hold TEL as of Q2 2022.

  • Roth Financial Partners reported no remaining TE Connectivity position as of Q2 2022 after selling out during the quarter.
  • Roth Financial Partners sold 1,075 TE Connectivity shares in Q2 2022, an estimated $141K.
  • Roth Financial Partners first reported a position in TE Connectivity in Q1 2022 and held it in 1 quarter.
  • Roth Financial Partners's TE Connectivity position peaked at $141K in Q1 2022.
  • 850 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2022.

Based on Roth Financial Partners's 13F filing for Q2 2022, filed 11 Jul 2022.