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Summit Wealth Group’s TE Connectivity TEL Stock Holding History

Summit Wealth Group’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
2023
Q2 		– Sell
-26,230
Closed – – 239
2023
Q1 		$0 Buy
+26,230
New +$3.32M ﹤0.01% 248
2021
Q3 		– Sell
-50
Closed -$7K – 198
2021
Q2 		$7K Hold
50
– – 0.01% 117
2021
Q1 		$6K Buy
+50
New +$6.42K 0.01% 119

Other funds holding TEL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Wealth Group's TEL Position: Q2 2023 in Review

Summit Wealth Group sold out of TE Connectivity (TEL) in Q2 2023, closing a stake of 26,230 shares.

Summit Wealth Group first reported a position in TEL in Q1 2021 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 893 funds tracked by Wall St. Rank hold TEL as of Q2 2023.

  • Summit Wealth Group reported no remaining TE Connectivity position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 26,230 TE Connectivity shares in Q2 2023.
  • Summit Wealth Group first reported a position in TE Connectivity in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's TE Connectivity position peaked at $7K in Q2 2021.
  • 893 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.