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Tradition Wealth Management’s TE Connectivity TEL Stock Holding History

Tradition 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
Q1 		– Sell
-36
Closed -$5K – 1102
2023
Q4 		$5K Sell
36
-5
-12% -$643 ﹤0.01% 1159
2023
Q3 		$5K Hold
41
– – ﹤0.01% 1198
2023
Q2 		$6K Buy
41
+5
+14% +$632 ﹤0.01% 1175
2023
Q1 		$5K Buy
+36
New +$4.56K ﹤0.01% 1163

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Tradition Wealth Management's TEL Position: Q1 2024 in Review

Tradition Wealth Management sold out of TE Connectivity (TEL) in Q1 2024, closing a stake of 36 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in TEL in Q1 2023 and held it in 4 quarters. The position peaked at $6K in Q2 2023. 988 funds tracked by Wall St. Rank hold TEL as of Q1 2024.

  • Tradition Wealth Management reported no remaining TE Connectivity position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 36 TE Connectivity shares in Q1 2024, an estimated $5K.
  • Tradition Wealth Management first reported a position in TE Connectivity in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's TE Connectivity position peaked at $6K in Q2 2023.
  • 988 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.