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Worth Financial Advisory Group’s TE Connectivity TEL Stock Holding History

Worth Financial Advisory Group’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
2025
Q1 		– Sell
-1,532
Closed -$225K – 166
2024
Q4 		$225K Buy
+1,532
New +$228K 0.14% 143

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Worth Financial Advisory Group's TEL Position: Q1 2025 in Review

Worth Financial Advisory Group sold out of TE Connectivity (TEL) in Q1 2025, closing a stake of 1,532 shares — an estimated $225K sold.

Worth Financial Advisory Group first reported a position in TEL in Q4 2024 and held it in 1 quarter. The position peaked at $225K in Q4 2024. 1,016 funds tracked by Wall St. Rank hold TEL as of Q1 2025.

  • Worth Financial Advisory Group reported no remaining TE Connectivity position as of Q1 2025 after selling out during the quarter.
  • Worth Financial Advisory Group sold 1,532 TE Connectivity shares in Q1 2025, an estimated $225K.
  • Worth Financial Advisory Group first reported a position in TE Connectivity in Q4 2024 and held it in 1 quarter.
  • Worth Financial Advisory Group's TE Connectivity position peaked at $225K in Q4 2024.
  • 1,016 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2025.

Based on Worth Financial Advisory Group's 13F filing for Q1 2025, filed 22 Apr 2025.