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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 – 395
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

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPLAN Partners's TEL Position: Q3 2023 in Review

WealthPLAN Partners sold out of TE Connectivity (TEL) in Q3 2023, closing a stake of 17 shares — an estimated $2.38K sold.

WealthPLAN Partners first reported a position in TEL in Q1 2015 and held it in 7 quarters. The position peaked at $4.06K in Q2 2016. 912 funds tracked by Wall St. Rank hold TEL as of Q3 2023.

  • WealthPLAN Partners reported no remaining TE Connectivity position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 17 TE Connectivity shares in Q3 2023, an estimated $2.38K.
  • WealthPLAN Partners first reported a position in TE Connectivity in Q1 2015 and held it in 7 quarters.
  • WealthPLAN Partners's TE Connectivity position peaked at $4.06K in Q2 2016.
  • 912 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.