SSWM
TEL icon

Smith Salley Wealth Management’s TE Connectivity TEL Stock Holding History

Smith Salley 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
2024
Q2 		– Sell
-2,215
Closed -$322K – 229
2024
Q1 		$322K Sell
2,215
-62,542
-97% -$8.76M 0.03% 194
2023
Q4 		$9.1M Buy
64,757
+1,488
+2% +$191K 0.59% 49
2023
Q3 		$7.82M Buy
63,269
+2,625
+4% +$351K 0.58% 49
2023
Q2 		$8.5M Buy
60,644
+307
+0.5% +$38.8K 0.63% 47
2023
Q1 		$7.91M Buy
60,337
+2,177
+4% +$276K 0.63% 47
2022
Q4 		$6.68M Sell
58,160
-2,941
-5% -$349K 0.57% 52
2022
Q3 		$6.74M Buy
61,101
+1,009
+2% +$126K 0.63% 48
2022
Q2 		$6.8M Buy
60,092
+1,269
+2% +$157K 0.59% 53
2022
Q1 		$7.71M Buy
58,823
+1,884
+3% +$269K 0.58% 49
2021
Q4 		$9.19M Buy
56,939
+1,538
+3% +$238K 0.65% 46
2021
Q3 		$7.6M Buy
55,401
+1,296
+2% +$187K 0.6% 46
2021
Q2 		$7.32M Buy
+54,105
New +$7.25M 0.59% 46

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Smith Salley Wealth Management's TEL Position: Q2 2024 in Review

Smith Salley Wealth Management sold out of TE Connectivity (TEL) in Q2 2024, closing a stake of 2,215 shares — an estimated $322K sold.

Smith Salley Wealth Management first reported a position in TEL in Q2 2021 and held it in 12 quarters. The position peaked at $9.19M in Q4 2021. 1,000 funds tracked by Wall St. Rank hold TEL as of Q2 2024.

  • Smith Salley Wealth Management reported no remaining TE Connectivity position as of Q2 2024 after selling out during the quarter.
  • Smith Salley Wealth Management sold 2,215 TE Connectivity shares in Q2 2024, an estimated $322K.
  • Smith Salley Wealth Management first reported a position in TE Connectivity in Q2 2021 and held it in 12 quarters.
  • Smith Salley Wealth Management's TE Connectivity position peaked at $9.19M in Q4 2021.
  • 1,000 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2024.

Based on Smith Salley Wealth Management's 13F filing for Q2 2024, filed 29 Jul 2024.