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Partnership Wealth Management’s Texas Instruments TXN Stock Holding History

Partnership Wealth Management’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
2024
Q4 		– Sell
-638
Closed -$132K – 171
2024
Q3 		$132K Hold
638
– – 0.09% 86
2024
Q2 		$124K Hold
638
– – 0.09% 112
2024
Q1 		$111K Hold
638
– – 0.08% 117
2023
Q4 		$102K Buy
+638
New +$98.9K 0.08% 119

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Partnership Wealth Management's TXN Position: Q4 2024 in Review

Partnership Wealth Management sold out of Texas Instruments (TXN) in Q4 2024, closing a stake of 638 shares — an estimated $132K sold.

Partnership Wealth Management first reported a position in TXN in Q4 2023 and held it in 4 quarters. The position peaked at $132K in Q3 2024. 2,382 funds tracked by Wall St. Rank hold TXN as of Q4 2024.

  • Partnership Wealth Management reported no remaining Texas Instruments position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 638 Texas Instruments shares in Q4 2024, an estimated $132K.
  • Partnership Wealth Management first reported a position in Texas Instruments in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Texas Instruments position peaked at $132K in Q3 2024.
  • 2,382 funds tracked by Wall St. Rank held Texas Instruments as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.