SW
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Simplicity Wealth’s TE Connectivity TEL Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-2,509
Closed -$377K – 1123
2024
Q2 		$377K Buy
2,509
+67
+3% +$9.83K 0.01% 867
2024
Q1 		$355K Buy
+2,442
New +$342K 0.01% 860

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Wealth's TEL Position: Q3 2024 in Review

Simplicity Wealth sold out of TE Connectivity (TEL) in Q3 2024, closing a stake of 2,509 shares — an estimated $377K sold.

Simplicity Wealth first reported a position in TEL in Q1 2024 and held it in 2 quarters. The position peaked at $377K in Q2 2024. 906 funds tracked by Wall St. Rank hold TEL as of Q3 2024.

  • Simplicity Wealth reported no remaining TE Connectivity position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 2,509 TE Connectivity shares in Q3 2024, an estimated $377K.
  • Simplicity Wealth first reported a position in TE Connectivity in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's TE Connectivity position peaked at $377K in Q2 2024.
  • 906 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.