Ridgecrest Wealth Partners’s Texas Instruments TXN Stock Holding History

Ridgecrest Wealth Partners’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
2023 Q4	–	Sell	-1,348	Closed	-$214K	–	102
2023 Q3	$214K	Hold	1,348	–	–	0.15%	90
2023 Q2	$243K	Hold	1,348	–	–	0.16%	86
2023 Q1	$251K	Hold	1,348	–	–	0.18%	83
2022 Q4	$223K	Hold	1,348	–	–	0.17%	83
2022 Q3	$209K	Hold	1,348	–	–	0.17%	86
2022 Q2	$207K	Hold	1,348	–	–	0.15%	98
2022 Q1	$247K	Hold	1,348	–	–	0.16%	96
2021 Q4	$254K	Buy	1,348 +78	+6%	+$15K	0.12%	107
2021 Q3	$244K	Hold	1,270	–	–	0.13%	101
2021 Q2	$244K	Hold	1,270	–	–	0.15%	96
2021 Q1	$240K	Buy	+1,270	New	+$221K	0.23%	76

Other funds holding TXN

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ridgecrest Wealth Partners's TXN Position: Q4 2023 in Review

Ridgecrest Wealth Partners sold out of Texas Instruments (TXN) in Q4 2023, closing a stake of 1,348 shares — an estimated $214K sold.

Ridgecrest Wealth Partners first reported a position in TXN in Q1 2021 and held it in 11 quarters. The position peaked at $254K in Q4 2021. 2,215 funds tracked by Wall St. Rank hold TXN as of Q4 2023.

Ridgecrest Wealth Partners reported no remaining Texas Instruments position as of Q4 2023 after selling out during the quarter.
Ridgecrest Wealth Partners sold 1,348 Texas Instruments shares in Q4 2023, an estimated $214K.
Ridgecrest Wealth Partners first reported a position in Texas Instruments in Q1 2021 and held it in 11 quarters.
Ridgecrest Wealth Partners's Texas Instruments position peaked at $254K in Q4 2021.
2,215 funds tracked by Wall St. Rank held Texas Instruments as of Q4 2023.

Based on Ridgecrest Wealth Partners's 13F filing for Q4 2023, filed 9 Jan 2024.