Avion Wealth’s TXNM Energy Inc TXNM Stock Holding History

Avion Wealth’s Portfolio TXNM Stock Details TXNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-43	Closed	-$2K	–	1243
2023 Q4	$2K	Sell	43 -1	-2%	-$43	﹤0.01%	648
2023 Q3	$1K	Buy	+44	New	+$1.97K	﹤0.01%	763

Other funds holding TXNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Avion Wealth's TXNM Position: Q1 2024 in Review

Avion Wealth sold out of TXNM Energy Inc (TXNM) in Q1 2024, closing a stake of 43 shares — an estimated $2K sold.

Avion Wealth first reported a position in TXNM in Q3 2023 and held it in 2 quarters. The position peaked at $2K in Q4 2023. 276 funds tracked by Wall St. Rank hold TXNM as of Q1 2024.

Avion Wealth reported no remaining TXNM Energy Inc position as of Q1 2024 after selling out during the quarter.
Avion Wealth sold 43 TXNM Energy Inc shares in Q1 2024, an estimated $2K.
Avion Wealth first reported a position in TXNM Energy Inc in Q3 2023 and held it in 2 quarters.
Avion Wealth's TXNM Energy Inc position peaked at $2K in Q4 2023.
276 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2024.

Based on Avion Wealth's 13F filing for Q1 2024, filed 3 May 2024.