BWA
TXNM

BDO Wealth Advisors’s TXNM Energy Inc TXNM Stock Holding History

BDO Wealth Advisors’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
2020
Q1 		– Sell
-90
Closed -$5K – 838
2019
Q4 		$5K Hold
90
– – ﹤0.01% 501
2019
Q3 		$5K Hold
90
– – ﹤0.01% 512
2019
Q2 		$5K Hold
90
– – ﹤0.01% 509
2019
Q1 		$4K Buy
+90
New +$3.94K ﹤0.01% 525

Other funds holding TXNM

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BDO Wealth Advisors's TXNM Position: Q1 2020 in Review

BDO Wealth Advisors sold out of TXNM Energy Inc (TXNM) in Q1 2020, closing a stake of 90 shares — an estimated $5K sold.

BDO Wealth Advisors first reported a position in TXNM in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 245 funds tracked by Wall St. Rank hold TXNM as of Q1 2020.

  • BDO Wealth Advisors reported no remaining TXNM Energy Inc position as of Q1 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 90 TXNM Energy Inc shares in Q1 2020, an estimated $5K.
  • BDO Wealth Advisors first reported a position in TXNM Energy Inc in Q1 2019 and held it in 4 quarters.
  • BDO Wealth Advisors's TXNM Energy Inc position peaked at $5K in Q4 2019.
  • 245 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.