Optimum Investment Advisors’s Textron TXT Stock Holding History

Optimum Investment 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	-1,600	Closed	-$125K	–	723
2023 Q3	$125K	Hold	1,600	–	–	0.06%	232
2023 Q2	$108K	Hold	1,600	–	–	0.05%	262
2023 Q1	$113K	Hold	1,600	–	–	0.06%	248
2022 Q4	$113K	Hold	1,600	–	–	0.06%	249
2022 Q3	$93K	Hold	1,600	–	–	0.05%	289
2022 Q2	$98K	Hold	1,600	–	–	0.05%	288
2022 Q1	$119K	Hold	1,600	–	–	0.05%	296
2021 Q4	$124K	Hold	1,600	–	–	0.05%	307
2021 Q3	$112K	Hold	1,600	–	–	0.05%	318
2021 Q2	$110K	Hold	1,600	–	–	0.03%	365
2021 Q1	$90K	Sell	1,600 -69	-4%	-$3.5K	0.03%	389
2020 Q4	$81K	Buy	1,669 +69	+4%	+$2.9K	0.02%	396
2020 Q3	$58K	Hold	1,600	–	–	0.02%	421
2020 Q2	$53K	Hold	1,600	–	–	0.02%	432
2020 Q1	$43K	Hold	1,600	–	–	0.02%	453
2019 Q4	$71K	Hold	1,600	–	–	0.02%	456
2019 Q3	$78K	Hold	1,600	–	–	0.02%	417
2019 Q2	$85K	Hold	1,600	–	–	0.03%	404
2019 Q1	$81K	Hold	1,600	–	–	0.03%	421
2018 Q4	$74K	Hold	1,600	–	–	0.03%	400
2018 Q3	$114K	Hold	1,600	–	–	0.03%	382
2018 Q2	$105K	Hold	1,600	–	–	0.03%	397
2018 Q1	$94K	Buy	+1,600	New	+$94.1K	0.03%	417
2015 Q1	$71K	Hold	1,600	–	–	0.02%	439
2014 Q4	$67K	Hold	1,600	–	–	0.02%	441
2014 Q3	$67K	Hold	1,600	–	–	0.02%	414
2014 Q2	$61K	Buy	+1,600	New	+$62.7K	0.02%	439

Other funds holding TXT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Optimum Investment Advisors's TXT Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Textron (TXT) in Q4 2023, closing a stake of 1,600 shares — an estimated $125K sold.

Optimum Investment Advisors first reported a position in TXT in Q2 2014 and held it in 27 quarters. The position peaked at $125K in Q3 2023. 647 funds tracked by Wall St. Rank hold TXT as of Q4 2023.

Optimum Investment Advisors reported no remaining Textron position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 1,600 Textron shares in Q4 2023, an estimated $125K.
Optimum Investment Advisors first reported a position in Textron in Q2 2014 and held it in 27 quarters.
Optimum Investment Advisors's Textron position peaked at $125K in Q3 2023.
647 funds tracked by Wall St. Rank held Textron as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.