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WealthPLAN Partners’s TE Connectivity TEL Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-17
Closed -$2.38K – 1078
2023
Q2 		$2.38K Hold
17
– – ﹤0.01% 1052
2023
Q1 		$2.23K Buy
+17
New +$2.15K ﹤0.01% 1115
2017
Q2 		– Sell
-23
Closed -$1.68K – 397
2017
Q1 		$1.68K Buy
+23
New +$1.69K 0.01% 414
2016
Q3 		$1.47K Sell
23
-71
-76% -$4.34K ﹤0.01% 879
2016
Q2 		$4.06K Buy
+94
New +$5.66K ﹤0.01% 2057
2015
Q4 		$3.1K Buy
+48
New +$3.1K ﹤0.01% 1436
2015
Q2 		– Sell
-48
Closed -$3K – 503
2015
Q1 		$3K Buy
+48
New +$3.3K ﹤0.01% 472

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BlackRock
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Dodge & Cox
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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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return