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Wealthcare Capital Management’s TE Connectivity TEL Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-58
Closed -$7K – 597
2021
Q1 		$7K Buy
+58
New +$7.45K ﹤0.01% 330
2020
Q1 		– Sell
-26
Closed -$2K – 599
2019
Q4 		$2K Buy
+26
New +$2.41K ﹤0.01% 560
2018
Q4 		– Sell
-77
Closed -$7K – 204
2018
Q3 		$7K Hold
77
– – ﹤0.01% 162
2018
Q2 		$7K Hold
77
– – ﹤0.01% 157
2018
Q1 		$8K Hold
77
– – ﹤0.01% 154
2017
Q4 		$7K Buy
+77
New +$7.08K ﹤0.01% 148

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wealthcare Capital Management's TEL Position: Q2 2021 in Review

Wealthcare Capital Management sold out of TE Connectivity (TEL) in Q2 2021, closing a stake of 58 shares — an estimated $7K sold.

Wealthcare Capital Management first reported a position in TEL in Q4 2017 and held it in 6 quarters. The position peaked at $8K in Q1 2018. 820 funds tracked by Wall St. Rank hold TEL as of Q2 2021.

  • Wealthcare Capital Management reported no remaining TE Connectivity position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 58 TE Connectivity shares in Q2 2021, an estimated $7K.
  • Wealthcare Capital Management first reported a position in TE Connectivity in Q4 2017 and held it in 6 quarters.
  • Wealthcare Capital Management's TE Connectivity position peaked at $8K in Q1 2018.
  • 820 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.