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Liberty Wealth Management’s Texas Instruments TXN Stock Holding History

Liberty Wealth Management’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
2022
Q2 		– Sell
-1,300
Closed -$238K – 171
2022
Q1 		$238K Buy
+1,300
New +$229K 0.09% 126
2021
Q4 		– Sell
-1,181
Closed -$225K – 1031
2021
Q3 		$225K Buy
1,181
+450
+62% +$85.8K 0.08% 146
2021
Q2 		$141K Sell
731
-142
-16% -$26.6K 0.05% 172
2021
Q1 		$150K Hold
873
– – 0.07% 135
2020
Q4 		$150K Sell
873
-53
-6% -$8.24K 0.07% 134
2020
Q3 		$132K Sell
926
-194
-17% -$26.4K 0.08% 132
2020
Q2 		$142K Buy
1,120
+46
+4% +$5.36K 0.1% 115
2020
Q1 		$107K Buy
1,074
+5
+0.5% +$600 0.09% 133
2019
Q4 		$137K Sell
1,069
-17
-2% -$2.1K 0.11% 126
2019
Q3 		$140K Buy
1,086
+16
+1% +$1.97K 0.13% 117
2019
Q2 		$123K Buy
1,070
+97
+10% +$10.8K 0.11% 148
2019
Q1 		$103K Sell
973
-88
-8% -$9.12K 0.08% 134
2018
Q4 		$100K Buy
+1,061
New +$103K 0.07% 132

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Liberty Wealth Management's TXN Position: Q2 2022 in Review

Liberty Wealth Management sold out of Texas Instruments (TXN) in Q2 2022, closing a stake of 1,300 shares — an estimated $238K sold.

Liberty Wealth Management first reported a position in TXN in Q4 2018 and held it in 13 quarters. The position peaked at $238K in Q1 2022. 1,963 funds tracked by Wall St. Rank hold TXN as of Q2 2022.

  • Liberty Wealth Management reported no remaining Texas Instruments position as of Q2 2022 after selling out during the quarter.
  • Liberty Wealth Management sold 1,300 Texas Instruments shares in Q2 2022, an estimated $238K.
  • Liberty Wealth Management first reported a position in Texas Instruments in Q4 2018 and held it in 13 quarters.
  • Liberty Wealth Management's Texas Instruments position peaked at $238K in Q1 2022.
  • 1,963 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2022.

Based on Liberty Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.