HWMA
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Heritage Wealth Management (Arizona)’s Texas Instruments TXN Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		$1.32M Sell
6,800
-570
-8% -$105K 0.73% 34
2024
Q1 		$1.28M Sell
7,370
-184
-2% -$30.7K 0.65% 37
2023
Q4 		$1.29M Buy
+7,554
New +$1.17M 0.7% 35
2022
Q4 		$3.99M Buy
24,165
+12,849
+114% +$2.14M 0.57% 36
2022
Q3 		$1.75M Buy
11,316
+508
+5% +$85.2K 0.56% 36
2022
Q2 		$1.66M Sell
10,808
-213
-2% -$35.8K 0.55% 40
2022
Q1 		$2.02M Buy
+11,021
New +$1.94M 0.55% 36
2021
Q3 		$1.44M Buy
7,509
+937
+14% +$179K 0.51% 41
2021
Q2 		$1.26M Buy
6,572
+304
+5% +$57K 0.48% 43
2021
Q1 		$1.19M Buy
+6,268
New +$1.09M 0.67% 38

Other funds holding TXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return