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SYSTM Wealth Solutions’s TE Connectivity TEL Stock Holding History

SYSTM Wealth Solutions’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
-195
Closed -$29.3K – 574
2024
Q2 		$29.3K Sell
195
-4,043
-95% -$593K 0.01% 322
2024
Q1 		$615K Sell
4,238
-331
-7% -$46.4K 0.08% 263
2023
Q4 		$642K Sell
4,569
-1,354
-23% -$174K 0.09% 246
2023
Q3 		$732K Sell
5,923
-835
-12% -$112K 0.11% 224
2023
Q2 		$947K Buy
6,758
+652
+11% +$82.5K 0.13% 213
2023
Q1 		$801K Sell
6,106
-123
-2% -$15.6K 0.12% 204
2022
Q4 		$715K Buy
+6,229
New +$740K 0.09% 279

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

SYSTM Wealth Solutions's TEL Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of TE Connectivity (TEL) in Q3 2024, closing a stake of 195 shares — an estimated $29.3K sold.

SYSTM Wealth Solutions first reported a position in TEL in Q4 2022 and held it in 7 quarters. The position peaked at $947K in Q2 2023. 906 funds tracked by Wall St. Rank hold TEL as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining TE Connectivity position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 195 TE Connectivity shares in Q3 2024, an estimated $29.3K.
  • SYSTM Wealth Solutions first reported a position in TE Connectivity in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's TE Connectivity position peaked at $947K in Q2 2023.
  • 906 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.