Williams Jones Wealth Management’s Teleflex TFX Stock Holding History

Williams Jones Wealth Management’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
2022 Q4	–	Sell	-1,036	Closed	-$209K	–	586
2022 Q3	$209K	Hold	1,036	–	–	﹤0.01%	502
2022 Q2	$255K	Hold	1,036	–	–	﹤0.01%	486
2022 Q1	$368K	Sell	1,036 -10	-1%	-$3.29K	0.01%	392
2021 Q4	$344K	Sell	1,046 -5	-0.5%	-$1.7K	﹤0.01%	379
2021 Q3	$396K	Hold	1,051	–	–	0.01%	348
2021 Q2	$422K	Buy	1,051 +15	+1%	+$6.15K	0.01%	343
2021 Q1	$430K	Sell	1,036 -500	-33%	-$200K	0.01%	330
2020 Q4	$632K	Hold	1,536	–	–	0.01%	267
2020 Q3	$523K	Buy	1,536 +96	+7%	+$35.6K	0.01%	262
2020 Q2	$524K	Hold	1,440	–	–	0.01%	252
2020 Q1	$422K	Hold	1,440	–	–	0.01%	245
2019 Q4	$542K	Buy	1,440 +200	+16%	+$68.8K	0.01%	267
2019 Q3	$421K	Buy	+1,240	New	+$432K	0.01%	287

Other funds holding TFX

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Williams Jones Wealth Management's TFX Position: Q4 2022 in Review

Williams Jones Wealth Management sold out of Teleflex (TFX) in Q4 2022, closing a stake of 1,036 shares — an estimated $209K sold.

Williams Jones Wealth Management first reported a position in TFX in Q3 2019 and held it in 13 quarters. The position peaked at $632K in Q4 2020. 488 funds tracked by Wall St. Rank hold TFX as of Q4 2022.

Williams Jones Wealth Management reported no remaining Teleflex position as of Q4 2022 after selling out during the quarter.
Williams Jones Wealth Management sold 1,036 Teleflex shares in Q4 2022, an estimated $209K.
Williams Jones Wealth Management first reported a position in Teleflex in Q3 2019 and held it in 13 quarters.
Williams Jones Wealth Management's Teleflex position peaked at $632K in Q4 2020.
488 funds tracked by Wall St. Rank held Teleflex as of Q4 2022.

Based on Williams Jones Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.