HWMA
TXT icon

Heritage Wealth Management (Arizona)’s Textron TXT Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$5.95K Buy
84
+74
+740% +$5.02K ﹤0.01% 854
2022
Q3 		$1K Buy
+10
New +$634 ﹤0.01% 985

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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TXT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Textron (TXT) stake by 740% in Q4 2022, buying an estimated $5.02K and bringing the position to 84 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Heritage Wealth Management (Arizona) first reported a position in TXT in Q3 2022 and has held it in 2 quarters since. 565 funds tracked by Wall St. Rank hold TXT as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 84 shares of Textron worth $5.95K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 74 Textron shares in Q4 2022, an estimated $5.02K.
  • Textron made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #854 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Textron in Q3 2022 and has held it in 2 quarters since.
  • 565 funds tracked by Wall St. Rank held Textron as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.