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Meredith Wealth Planning’s Texas Instruments TXN Stock Holding History

Meredith Wealth Planning’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
2023
Q2 		– Sell
-1,704
Closed -$317K – 62
2023
Q1 		$317K Sell
1,704
-88
-5% -$15.5K 0.26% 35
2022
Q4 		$296K Buy
+1,792
New +$299K 0.26% 37

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Meredith Wealth Planning's TXN Position: Q2 2023 in Review

Meredith Wealth Planning sold out of Texas Instruments (TXN) in Q2 2023, closing a stake of 1,704 shares — an estimated $317K sold.

Meredith Wealth Planning first reported a position in TXN in Q4 2022 and held it in 2 quarters. The position peaked at $317K in Q1 2023. 2,152 funds tracked by Wall St. Rank hold TXN as of Q2 2023.

  • Meredith Wealth Planning reported no remaining Texas Instruments position as of Q2 2023 after selling out during the quarter.
  • Meredith Wealth Planning sold 1,704 Texas Instruments shares in Q2 2023, an estimated $317K.
  • Meredith Wealth Planning first reported a position in Texas Instruments in Q4 2022 and held it in 2 quarters.
  • Meredith Wealth Planning's Texas Instruments position peaked at $317K in Q1 2023.
  • 2,152 funds tracked by Wall St. Rank held Texas Instruments as of Q2 2023.

Based on Meredith Wealth Planning's 13F filing for Q2 2023, filed 14 Jul 2023.