BerganKDV Wealth Management’s Textron TXT Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	$3.11K	Hold	46	–	–	﹤0.01%	651
2023 Q1	$3.25K	Hold	46	–	–	﹤0.01%	757
2022 Q4	$3.26K	Hold	46	–	–	﹤0.01%	739
2022 Q3	$3K	Hold	46	–	–	﹤0.01%	776
2022 Q2	$3K	Hold	46	–	–	﹤0.01%	789
2022 Q1	$3K	Hold	46	–	–	﹤0.01%	821
2021 Q4	$4K	Hold	46	–	–	﹤0.01%	835
2021 Q3	$3K	Hold	46	–	–	﹤0.01%	844
2021 Q2	$3K	Hold	46	–	–	﹤0.01%	781
2021 Q1	$3K	Hold	46	–	–	﹤0.01%	751
2020 Q4	$2K	Hold	46	–	–	﹤0.01%	807
2020 Q3	$2K	Hold	46	–	–	﹤0.01%	732
2020 Q2	$2K	Buy	+46	New	+$1.36K	﹤0.01%	792

Other funds holding TXT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BerganKDV Wealth Management's TXT Position: Q2 2023 in Review

BerganKDV Wealth Management held its Textron (TXT) position steady in Q2 2023 at 46 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

BerganKDV Wealth Management first reported a position in TXT in Q2 2020 and has held it in 13 quarters since. The position peaked at $4K in Q4 2021. 561 funds tracked by Wall St. Rank hold TXT as of Q2 2023.

BerganKDV Wealth Management held 46 shares of Textron worth $3.11K as of Q2 2023.
BerganKDV Wealth Management left its Textron share count unchanged in Q2 2023.
Textron made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #651 holding.
BerganKDV Wealth Management first reported a position in Textron in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's Textron position peaked at $4K in Q4 2021.
561 funds tracked by Wall St. Rank held Textron as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.