IWA
TXN icon

IBEX Wealth Advisors’s Texas Instruments TXN Stock Holding History

IBEX Wealth Advisors’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
2019
Q3 		– Sell
-5
Closed -$3K – 369
2019
Q2 		$3K Buy
+5
New +$559 ﹤0.01% 394

Other funds holding TXN

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
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 $1.56T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IBEX Wealth Advisors's TXN Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Texas Instruments (TXN) in Q3 2024, closing a stake of 172 shares — an estimated $33.5K sold.

IBEX Wealth Advisors first reported a position in TXN in Q3 2016 and held it in 23 quarters. The position peaked at $9.55M in Q2 2021. 2,277 funds tracked by Wall St. Rank hold TXN as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Texas Instruments position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 172 Texas Instruments shares in Q3 2024, an estimated $33.5K.
  • IBEX Wealth Advisors first reported a position in Texas Instruments in Q3 2016 and held it in 23 quarters.
  • IBEX Wealth Advisors's Texas Instruments position peaked at $9.55M in Q2 2021.
  • 2,277 funds tracked by Wall St. Rank held Texas Instruments as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.