LWCFA
TXNM

Loring Wolcott & Coolidge Fiduciary Advisors’s TXNM Energy Inc TXNM Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2021
Q3 		– Sell
-37
Closed -$2K – 951
2021
Q2 		$2K Buy
+37
New +$1.82K ﹤0.01% 907

Other funds holding TXNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 190.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TXNM Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of TXNM Energy Inc (TXNM) in Q3 2021, closing a stake of 37 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TXNM in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 261 funds tracked by Wall St. Rank hold TXNM as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining TXNM Energy Inc position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 37 TXNM Energy Inc shares in Q3 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TXNM Energy Inc in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's TXNM Energy Inc position peaked at $2K in Q2 2021.
  • 261 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.