JWM
TXNM

Janiczek Wealth Management’s TXNM Energy Inc TXNM Stock Holding History

Janiczek Wealth Management’s Portfolio TXNM Stock Details TXNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-334
Closed -$14.9K – 1178
2023
Q3 		$14.9K Buy
334
+282
+542% +$12.6K ﹤0.01% 560
2023
Q2 		$2.35K Sell
52
-29
-36% -$1.36K ﹤0.01% 755
2023
Q1 		$3.95K Buy
+81
New +$3.97K ﹤0.01% 693

Other funds holding TXNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Janiczek Wealth Management's TXNM Position: Q4 2023 in Review

Janiczek Wealth Management sold out of TXNM Energy Inc (TXNM) in Q4 2023, closing a stake of 334 shares — an estimated $14.9K sold.

Janiczek Wealth Management first reported a position in TXNM in Q1 2023 and held it in 3 quarters. The position peaked at $14.9K in Q3 2023. 299 funds tracked by Wall St. Rank hold TXNM as of Q4 2023.

  • Janiczek Wealth Management reported no remaining TXNM Energy Inc position as of Q4 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 334 TXNM Energy Inc shares in Q4 2023, an estimated $14.9K.
  • Janiczek Wealth Management first reported a position in TXNM Energy Inc in Q1 2023 and held it in 3 quarters.
  • Janiczek Wealth Management's TXNM Energy Inc position peaked at $14.9K in Q3 2023.
  • 299 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.