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Kiely Wealth Advisory Group’s Texas Instruments TXN Stock Holding History

Kiely Wealth Advisory Group’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 		$48.7K Hold
270
– – 0.03% 120
2024
Q3 		$57.2K Hold
270
– – 0.04% 115
2024
Q2 		$51.9K Hold
270
– – 0.03% 104
2024
Q1 		$48K Hold
270
– – 0.03% 104
2023
Q4 		$44.7K Buy
+270
New +$41.8K 0.03% 105

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kiely Wealth Advisory Group's TXN Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Texas Instruments (TXN) position steady in Q4 2024 at 270 shares worth $48.7K. The position accounts for 0.03% of the portfolio, ranked #120.

Kiely Wealth Advisory Group first reported a position in TXN in Q4 2023 and has held it in 5 quarters since. The position peaked at $57.2K in Q3 2024. 2,382 funds tracked by Wall St. Rank hold TXN as of Q4 2024.

  • Kiely Wealth Advisory Group held 270 shares of Texas Instruments worth $48.7K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Texas Instruments share count unchanged in Q4 2024.
  • Texas Instruments made up 0.03% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #120 holding.
  • Kiely Wealth Advisory Group first reported a position in Texas Instruments in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Texas Instruments position peaked at $57.2K in Q3 2024.
  • 2,382 funds tracked by Wall St. Rank held Texas Instruments as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.