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Beacon Financial Advisory’s Textron TXT Stock Holding History

Beacon Financial Advisory’s Portfolio TXT Stock Details TXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,320
Closed -$264K – 220
2022
Q2 		$264K Hold
4,320
– – 0.15% 177
2022
Q1 		$321K Hold
4,320
– – 0.15% 165
2021
Q4 		$334K Hold
4,320
– – 0.15% 165
2021
Q3 		$302K Hold
4,320
– – 0.16% 168
2021
Q2 		$297K Hold
4,320
– – 0.16% 161
2021
Q1 		$242K Hold
4,320
– – 0.14% 186
2020
Q4 		$208K Buy
+4,320
New +$182K 0.14% 186

Other funds holding TXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beacon Financial Advisory's TXT Position: Q3 2022 in Review

Beacon Financial Advisory sold out of Textron (TXT) in Q3 2022, closing a stake of 4,320 shares — an estimated $264K sold.

Beacon Financial Advisory first reported a position in TXT in Q4 2020 and held it in 7 quarters. The position peaked at $334K in Q4 2021. 508 funds tracked by Wall St. Rank hold TXT as of Q3 2022.

  • Beacon Financial Advisory reported no remaining Textron position as of Q3 2022 after selling out during the quarter.
  • Beacon Financial Advisory sold 4,320 Textron shares in Q3 2022, an estimated $264K.
  • Beacon Financial Advisory first reported a position in Textron in Q4 2020 and held it in 7 quarters.
  • Beacon Financial Advisory's Textron position peaked at $334K in Q4 2021.
  • 508 funds tracked by Wall St. Rank held Textron as of Q3 2022.

Based on Beacon Financial Advisory's 13F filing for Q3 2022, filed 21 Oct 2022.