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Milestone Wealth’s Texas Instruments TXN Stock Holding History

Milestone Wealth’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
Q3 		$45K Hold
291
– – 0.05% 116
2022
Q2 		$45K Hold
291
– – 0.05% 115
2022
Q1 		$55K Hold
291
– – 0.04% 127
2021
Q4 		$55K Buy
+291
New +$55.9K 0.04% 127

Other funds holding TXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Milestone Wealth's TXN Position: Q3 2022 in Review

Milestone Wealth held its Texas Instruments (TXN) position steady in Q3 2022 at 291 shares worth $45K. The position accounts for 0.05% of the portfolio, ranked #116.

Milestone Wealth first reported a position in TXN in Q4 2021 and has held it in 4 quarters since. The position peaked at $55K in Q1 2022. 1,998 funds tracked by Wall St. Rank hold TXN as of Q3 2022.

  • Milestone Wealth held 291 shares of Texas Instruments worth $45K as of Q3 2022.
  • Milestone Wealth left its Texas Instruments share count unchanged in Q3 2022.
  • Texas Instruments made up 0.05% of Milestone Wealth's portfolio in Q3 2022, its #116 holding.
  • Milestone Wealth first reported a position in Texas Instruments in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Texas Instruments position peaked at $55K in Q1 2022.
  • 1,998 funds tracked by Wall St. Rank held Texas Instruments as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.