TCI Wealth Advisors’s TE Connectivity TEL Stock Holding History

TCI 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 Q2	–	Sell	-7	Closed	-$919	–	2026
2023 Q1	$919	Buy	7 +2	+40%	+$253	﹤0.01%	2122
2022 Q4	$574	Sell	5 -1	-17%	-$119	﹤0.01%	2199
2022 Q3	$1K	Sell	6 -44	-88%	-$5.48K	﹤0.01%	2164
2022 Q2	$6K	Buy	+50	New	+$6.19K	﹤0.01%	1403
2020 Q1	–	Sell	-25	Closed	-$2K	–	1757
2019 Q4	$2K	Buy	+25	New	+$2.31K	﹤0.01%	1206
2017 Q1	–	Sell	-141	Closed	-$10K	–	1376
2016 Q4	$10K	Buy	141 +73	+107%	+$4.84K	0.01%	636
2016 Q3	$4K	Buy	+68	New	+$4.16K	﹤0.01%	808
2014 Q3	–	Sell	-1,605	Closed	-$99K	–	916
2014 Q2	$99K	Sell	1,605 -1,070	-40%	-$64.1K	0.06%	173
2014 Q1	$161K	Hold	2,675	–	–	0.11%	138
2013 Q4	$147K	Hold	2,675	–	–	0.09%	144
2013 Q3	$139K	Hold	2,675	–	–	0.11%	131
2013 Q2	$122K	Buy	+2,675	New	+$117K	0.09%	134

Other funds holding TEL

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 $74.9B AUM 11.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return