IVC Wealth Advisors’s Texas Instruments TXN Stock Holding History

IVC 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
2024 Q4	–	Sell	-1,066	Closed	-$220K	–	167
2024 Q3	$220K	Sell	1,066 -8	-0.7%	-$1.61K	0.12%	152
2024 Q2	$209K	Buy	+1,074	New	+$198K	0.12%	157
2023 Q3	–	Sell	-1,148	Closed	-$207K	–	164
2023 Q2	$207K	Buy	1,148 +38	+3%	+$6.54K	0.13%	144
2023 Q1	$206K	Buy	+1,110	New	+$195K	0.15%	137
2021 Q4	–	Sell	-1,045	Closed	-$201K	–	142
2021 Q3	$201K	Hold	1,045	–	–	0.14%	133
2021 Q2	$201K	Buy	+1,045	New	+$196K	0.14%	131

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

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

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

IVC Wealth Advisors's TXN Position: Q4 2024 in Review

IVC Wealth Advisors sold out of Texas Instruments (TXN) in Q4 2024, closing a stake of 1,066 shares — an estimated $220K sold.

IVC Wealth Advisors first reported a position in TXN in Q2 2021 and held it in 6 quarters. The position peaked at $220K in Q3 2024. 2,382 funds tracked by Wall St. Rank hold TXN as of Q4 2024.

IVC Wealth Advisors reported no remaining Texas Instruments position as of Q4 2024 after selling out during the quarter.
IVC Wealth Advisors sold 1,066 Texas Instruments shares in Q4 2024, an estimated $220K.
IVC Wealth Advisors first reported a position in Texas Instruments in Q2 2021 and held it in 6 quarters.
IVC Wealth Advisors's Texas Instruments position peaked at $220K in Q3 2024.
2,382 funds tracked by Wall St. Rank held Texas Instruments as of Q4 2024.

Based on IVC Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.