WAG
TFX icon

Wallace Advisory Group’s Teleflex TFX Stock Holding History

Wallace Advisory Group’s Portfolio TFX Stock Details TFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-798
Closed -$202K – 190
2023
Q2 		$202K Hold
798
– – 0.15% 162
2023
Q1 		$202K Buy
+798
New +$193K 0.15% 162

Other funds holding TFX

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Wallace Advisory Group's TFX Position: Q3 2023 in Review

Wallace Advisory Group sold out of Teleflex (TFX) in Q3 2023, closing a stake of 798 shares — an estimated $202K sold.

Wallace Advisory Group first reported a position in TFX in Q1 2023 and held it in 2 quarters. The position peaked at $202K in Q2 2023. 478 funds tracked by Wall St. Rank hold TFX as of Q3 2023.

  • Wallace Advisory Group reported no remaining Teleflex position as of Q3 2023 after selling out during the quarter.
  • Wallace Advisory Group sold 798 Teleflex shares in Q3 2023, an estimated $202K.
  • Wallace Advisory Group first reported a position in Teleflex in Q1 2023 and held it in 2 quarters.
  • Wallace Advisory Group's Teleflex position peaked at $202K in Q2 2023.
  • 478 funds tracked by Wall St. Rank held Teleflex as of Q3 2023.

Based on Wallace Advisory Group's 13F filing for Q3 2023, filed 5 Oct 2023.