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Pacific Capital Wealth Advisors’s Textron TXT Stock Holding History

Pacific Capital 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
2024
Q2 		– Sell
-40
Closed -$3.84K – 665
2024
Q1 		$3.84K Buy
+40
New +$3.46K ﹤0.01% 350

Other funds holding TXT

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacific Capital Wealth Advisors's TXT Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Textron (TXT) in Q2 2024, closing a stake of 40 shares — an estimated $3.84K sold.

Pacific Capital Wealth Advisors first reported a position in TXT in Q1 2024 and held it in 1 quarter. The position peaked at $3.84K in Q1 2024. 674 funds tracked by Wall St. Rank hold TXT as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Textron position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 40 Textron shares in Q2 2024, an estimated $3.84K.
  • Pacific Capital Wealth Advisors first reported a position in Textron in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Textron position peaked at $3.84K in Q1 2024.
  • 674 funds tracked by Wall St. Rank held Textron as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.