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Lake Point Wealth Management’s Textron TXT Stock Holding History

Lake Point 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
2019
Q2 		$32K Hold
607
– – 0.01% 195
2019
Q1 		$32K Hold
607
– – 0.01% 195
2018
Q4 		$28K Buy
+607
New +$34.1K 0.01% 311

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Point Wealth Management's TXT Position: Q2 2019 in Review

Lake Point Wealth Management held its Textron (TXT) position steady in Q2 2019 at 607 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #195.

Lake Point Wealth Management first reported a position in TXT in Q4 2018 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold TXT as of Q2 2019.

  • Lake Point Wealth Management held 607 shares of Textron worth $32K as of Q2 2019.
  • Lake Point Wealth Management left its Textron share count unchanged in Q2 2019.
  • Textron made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #195 holding.
  • Lake Point Wealth Management first reported a position in Textron in Q4 2018 and has held it in 3 quarters since.
  • 479 funds tracked by Wall St. Rank held Textron as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.