HWM
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HighMark Wealth Management’s Textron TXT Stock Holding History

HighMark 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
2020
Q2 		– Sell
-117
Closed -$3K – 450
2020
Q1 		$3K Sell
117
-45
-28% -$1.82K ﹤0.01% 283
2019
Q4 		$7K Buy
+162
New +$7.5K 0.01% 263

Other funds holding TXT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HighMark Wealth Management's TXT Position: Q2 2020 in Review

HighMark Wealth Management sold out of Textron (TXT) in Q2 2020, closing a stake of 117 shares — an estimated $3K sold.

HighMark Wealth Management first reported a position in TXT in Q4 2019 and held it in 2 quarters. The position peaked at $7K in Q4 2019. 404 funds tracked by Wall St. Rank hold TXT as of Q2 2020.

  • HighMark Wealth Management reported no remaining Textron position as of Q2 2020 after selling out during the quarter.
  • HighMark Wealth Management sold 117 Textron shares in Q2 2020, an estimated $3K.
  • HighMark Wealth Management first reported a position in Textron in Q4 2019 and held it in 2 quarters.
  • HighMark Wealth Management's Textron position peaked at $7K in Q4 2019.
  • 404 funds tracked by Wall St. Rank held Textron as of Q2 2020.

Based on HighMark Wealth Management's 13F filing for Q2 2020, filed 22 Jul 2020.