Selective Wealth Management’s TE Connectivity TEL Stock Holding History

Selective 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
2022 Q4	–	Sell	-174	Closed	-$19K	–	663
2022 Q3	$19K	Sell	174 -94	-35%	-$11.7K	0.01%	435
2022 Q2	$30K	Buy	268 +258	+2,580%	+$32K	0.01%	407
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	699
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	615
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	575
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	490
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	382
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	365
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	301
2020 Q2	$1K	Hold	10	–	–	﹤0.01%	408
2020 Q1	$1K	Hold	10	–	–	﹤0.01%	323
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	318
2019 Q3	$1K	Buy	+10	New	+$920	﹤0.01%	328
2018 Q3	$1K	Buy	+10	New	+$920	0.01%	160

Other funds holding TEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Selective Wealth Management's TEL Position: Q4 2022 in Review

Selective Wealth Management sold out of TE Connectivity (TEL) in Q4 2022, closing a stake of 174 shares — an estimated $19K sold.

Selective Wealth Management first reported a position in TEL in Q3 2018 and held it in 14 quarters. The position peaked at $30K in Q2 2022. 888 funds tracked by Wall St. Rank hold TEL as of Q4 2022.

Selective Wealth Management reported no remaining TE Connectivity position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 174 TE Connectivity shares in Q4 2022, an estimated $19K.
Selective Wealth Management first reported a position in TE Connectivity in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's TE Connectivity position peaked at $30K in Q2 2022.
888 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.