SWA
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Sutton Wealth Advisors’s TE Connectivity TEL Stock Holding History

Sutton Wealth Advisors’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
Q3 		$16.1K Buy
130
+18
+16% +$2.41K 0.01% 387
2023
Q2 		$15.7K Hold
112
– – 0.01% 384
2023
Q1 		$14.7K Sell
112
-13
-10% -$1.65K 0.01% 351
2022
Q4 		$14.3K Buy
125
+80
+178% +$9.5K 0.01% 824
2022
Q3 		$4.97K Sell
45
-15
-25% -$1.87K ﹤0.01% 1075
2022
Q2 		$6.79K Buy
60
+8
+15% +$991 ﹤0.01% 1009
2022
Q1 		$6.81K Sell
52
-3
-5% -$429 ﹤0.01% 1040
2021
Q4 		$8.87K Hold
55
– – ﹤0.01% 972
2021
Q3 		$7.55K Buy
55
+3
+6% +$433 ﹤0.01% 996
2021
Q2 		$7.03K Hold
52
– – ﹤0.01% 992
2021
Q1 		$6.71K Buy
52
+19
+58% +$2.44K ﹤0.01% 960
2020
Q4 		$4K Hold
33
– – ﹤0.01% 1017
2020
Q3 		$3.23K Hold
33
– – ﹤0.01% 1019
2020
Q2 		$2.69K Buy
33
+7
+27% +$527 ﹤0.01% 1021
2020
Q1 		$1.64K Buy
26
+5
+24% +$427 ﹤0.01% 1055
2019
Q4 		$2.01K Hold
21
– – ﹤0.01% 1060
2019
Q3 		$1.96K Hold
21
– – ﹤0.01% 1060
2019
Q2 		$2.01K Hold
21
– – ﹤0.01% 1052
2019
Q1 		$1.7K Hold
21
– – ﹤0.01% 1070
2018
Q4 		$1.59K Buy
+21
New +$1.62K ﹤0.01% 1009

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

Sutton Wealth Advisors's TEL Position: Q3 2023 in Review

Sutton Wealth Advisors increased its TE Connectivity (TEL) stake by 16% in Q3 2023, buying an estimated $2.41K and bringing the position to 130 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #387.

Sutton Wealth Advisors first reported a position in TEL in Q4 2018 and has held it in 20 quarters since. 913 funds tracked by Wall St. Rank hold TEL as of Q3 2023.

  • Sutton Wealth Advisors held 130 shares of TE Connectivity worth $16.1K as of Q3 2023.
  • Sutton Wealth Advisors bought 18 TE Connectivity shares in Q3 2023, an estimated $2.41K.
  • TE Connectivity made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #387 holding.
  • Sutton Wealth Advisors first reported a position in TE Connectivity in Q4 2018 and has held it in 20 quarters since.
  • 913 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.