Sowell Financial Services’s Textron TXT Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-2,247	Closed	-$151K	–	2568
2021 Q1	$151K	Sell	2,247 -1,751	-44%	-$88.7K	0.01%	1190
2020 Q4	$193K	Buy	3,998 +1,673	+72%	+$70.3K	0.01%	864
2020 Q3	$84K	Buy	2,325 +5	+0.2%	+$181	﹤0.01%	1041
2020 Q2	$76K	Sell	2,320 -2	-0.1%	-$59	﹤0.01%	1049
2020 Q1	$62K	Sell	2,322 -1,259	-35%	-$50.8K	﹤0.01%	980
2019 Q4	$160K	Buy	3,581 +5	+0.1%	+$232	0.01%	788
2019 Q3	$175K	Buy	+3,576	New	+$174K	0.01%	684
2018 Q4	–	Sell	-3,643	Closed	-$260K	–	534
2018 Q3	$260K	Hold	3,643	–	–	0.04%	287
2018 Q2	$238K	Hold	3,643	–	–	0.05%	250
2018 Q1	$227K	Hold	3,643	–	–	0.06%	240
2017 Q4	$214K	Sell	3,643 -503	-12%	-$27.4K	0.05%	236
2017 Q3	$221K	Hold	4,146	–	–	0.06%	227
2017 Q2	$203K	Sell	4,146 -100	-2%	-$4.7K	0.06%	239
2017 Q1	$202K	Hold	4,246	–	–	0.06%	237
2016 Q4	$209K	Buy	+4,246	New	+$185K	0.07%	189

Other funds holding TXT

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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