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Wealth Alliance’s Teleflex TFX Stock Holding History

Wealth Alliance’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
-921
Closed -$223K – 530
2023
Q2 		$223K Sell
921
-122
-12% -$30.6K 0.03% 456
2023
Q1 		$264K Buy
1,043
+134
+15% +$32.5K 0.04% 400
2022
Q4 		$227K Buy
+909
New +$201K 0.04% 432
2022
Q2 		– Sell
-725
Closed -$257K – 491
2022
Q1 		$257K Buy
+725
New +$239K 0.05% 363
2021
Q4 		– Sell
-607
Closed -$228K – 463
2021
Q3 		$228K Sell
607
-176
-22% -$68.5K 0.05% 376
2021
Q2 		$315K Sell
783
-207
-21% -$84.8K 0.07% 307
2021
Q1 		$411K Buy
990
+186
+23% +$74.5K 0.12% 213
2020
Q4 		$331K Sell
804
-277
-26% -$102K 0.1% 258
2020
Q3 		$368K Sell
1,081
-27
-2% -$10K 0.13% 186
2020
Q2 		$403K Buy
+1,108
New +$383K 0.16% 167

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

Wealth Alliance's TFX Position: Q3 2023 in Review

Wealth Alliance sold out of Teleflex (TFX) in Q3 2023, closing a stake of 921 shares — an estimated $223K sold.

Wealth Alliance first reported a position in TFX in Q2 2020 and held it in 10 quarters. The position peaked at $411K in Q1 2021. 478 funds tracked by Wall St. Rank hold TFX as of Q3 2023.

  • Wealth Alliance reported no remaining Teleflex position as of Q3 2023 after selling out during the quarter.
  • Wealth Alliance sold 921 Teleflex shares in Q3 2023, an estimated $223K.
  • Wealth Alliance first reported a position in Teleflex in Q2 2020 and held it in 10 quarters.
  • Wealth Alliance's Teleflex position peaked at $411K in Q1 2021.
  • 478 funds tracked by Wall St. Rank held Teleflex as of Q3 2023.

Based on Wealth Alliance's 13F filing for Q3 2023, filed 9 Nov 2023.