Caliber Wealth Management (Utah)’s Texas Instruments TXN Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio TXN Stock Details TXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$2.46M	Buy	14,126 +338	+2%	+$56.4K	1.31%	34
2023 Q4	$2.35M	Buy	13,788 +748	+6%	+$116K	1.38%	31
2023 Q3	$2.07M	Buy	13,040 +1,846	+16%	+$315K	1.39%	31
2023 Q2	$2.02M	Buy	11,194 +826	+8%	+$142K	1.35%	36
2023 Q1	$1.93M	Buy	10,368 +286	+3%	+$50.3K	1.44%	33
2022 Q4	$1.67M	Sell	10,082 -1,079	-10%	-$180K	1.27%	31
2022 Q3	$1.73M	Buy	11,161 +474	+4%	+$79.5K	1.36%	31
2022 Q2	$1.64M	Buy	+10,687	New	+$1.8M	1.28%	37

Other funds holding TXN

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Caliber Wealth Management (Utah)'s TXN Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its Texas Instruments (TXN) stake by 2.5% in Q1 2024, buying an estimated $56.4K and bringing the position to 14,126 shares worth $2.46M. The position accounts for 1.31% of the portfolio, ranked #34.

Caliber Wealth Management (Utah) first reported a position in TXN in Q2 2022 and has held it in 8 quarters since. 2,197 funds tracked by Wall St. Rank hold TXN as of Q1 2024.

Caliber Wealth Management (Utah) held 14,126 shares of Texas Instruments worth $2.46M as of Q1 2024.
Caliber Wealth Management (Utah) bought 338 Texas Instruments shares in Q1 2024, an estimated $56.4K.
Texas Instruments made up 1.31% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #34 holding.
Caliber Wealth Management (Utah) first reported a position in Texas Instruments in Q2 2022 and has held it in 8 quarters since.
2,197 funds tracked by Wall St. Rank held Texas Instruments as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.