Monograph Wealth Advisors’s Textron TXT Stock Holding History

Monograph Wealth Advisors’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
2023 Q4	–	Sell	-9,840	Closed	-$769K	–	135
2023 Q3	$769K	Buy	+9,840	New	+$733K	0.15%	55

Other funds holding TXT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Monograph Wealth Advisors's TXT Position: Q4 2023 in Review

Monograph Wealth Advisors sold out of Textron (TXT) in Q4 2023, closing a stake of 9,840 shares — an estimated $769K sold.

Monograph Wealth Advisors first reported a position in TXT in Q3 2023 and held it in 1 quarter. The position peaked at $769K in Q3 2023. 646 funds tracked by Wall St. Rank hold TXT as of Q4 2023.

Monograph Wealth Advisors reported no remaining Textron position as of Q4 2023 after selling out during the quarter.
Monograph Wealth Advisors sold 9,840 Textron shares in Q4 2023, an estimated $769K.
Monograph Wealth Advisors first reported a position in Textron in Q3 2023 and held it in 1 quarter.
Monograph Wealth Advisors's Textron position peaked at $769K in Q3 2023.
646 funds tracked by Wall St. Rank held Textron as of Q4 2023.

Based on Monograph Wealth Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.