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WR Wealth Planners’s TE Connectivity TEL Stock Holding History

WR Wealth Planners’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
2024
Q4 		$656K Sell
4,585
-540
-11% -$80.5K 0.21% 72
2024
Q3 		$774K Buy
5,125
+197
+4% +$29.5K 0.22% 74
2024
Q2 		$741K Buy
4,928
+587
+14% +$86.1K 0.23% 66
2024
Q1 		$630K Buy
4,341
+40
+0.9% +$5.6K 0.2% 76
2023
Q4 		$604K Buy
4,301
+563
+15% +$72.4K 0.22% 83
2023
Q3 		$462K Buy
3,738
+166
+5% +$22.2K 0.18% 94
2023
Q2 		$501K Buy
3,572
+132
+4% +$16.7K 0.19% 85
2023
Q1 		$451K Buy
3,440
+117
+4% +$14.8K 0.19% 84
2022
Q4 		$381K Buy
3,323
+52
+2% +$6.18K 0.23% 70
2022
Q3 		$361K Buy
3,271
+232
+8% +$28.9K 0.25% 65
2022
Q2 		$344K Buy
3,039
+80
+3% +$9.91K 0.23% 73
2022
Q1 		$388K Buy
+2,959
New +$423K 0.23% 72

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WR Wealth Planners's TEL Position: Q4 2024 in Review

WR Wealth Planners reduced its TE Connectivity (TEL) stake by 11% in Q4 2024, selling an estimated $80.5K and leaving 4,585 shares worth $656K. The position accounts for 0.21% of the portfolio, ranked #72.

WR Wealth Planners first reported a position in TEL in Q1 2022 and has held it in 12 quarters since. The position peaked at $774K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold TEL as of Q4 2024.

  • WR Wealth Planners held 4,585 shares of TE Connectivity worth $656K as of Q4 2024.
  • WR Wealth Planners sold 540 TE Connectivity shares in Q4 2024, an estimated $80.5K.
  • TE Connectivity made up 0.21% of WR Wealth Planners's portfolio in Q4 2024, its #72 holding.
  • WR Wealth Planners first reported a position in TE Connectivity in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's TE Connectivity position peaked at $774K in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.