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Rockbridge Investment Management’s Textron TXT Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-200
Closed -$16.1K – 586
2023
Q4 		$16.1K Buy
+200
New +$15.5K ﹤0.01% 351

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rockbridge Investment Management's TXT Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Textron (TXT) in Q1 2024, closing a stake of 200 shares — an estimated $16.1K sold.

Rockbridge Investment Management first reported a position in TXT in Q4 2023 and held it in 1 quarter. The position peaked at $16.1K in Q4 2023. 701 funds tracked by Wall St. Rank hold TXT as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Textron position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 200 Textron shares in Q1 2024, an estimated $16.1K.
  • Rockbridge Investment Management first reported a position in Textron in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's Textron position peaked at $16.1K in Q4 2023.
  • 701 funds tracked by Wall St. Rank held Textron as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.