SMFS
TXNM

Squar Milner Financial Services’s TXNM Energy Inc TXNM Stock Holding History

Squar Milner Financial Services’s Portfolio TXNM Stock Details TXNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3
Closed – – 750
2020
Q1 		$0 Hold
3
– – ﹤0.01% 892
2019
Q4 		$0 Buy
+3
New +$151 ﹤0.01% 876
2019
Q3 		– Sell
-3
Closed – – 744
2019
Q2 		$0 Hold
3
– – ﹤0.01% 903
2019
Q1 		$0 Hold
3
– – ﹤0.01% 853
2018
Q4 		$0 Hold
3
– – ﹤0.01% 783
2018
Q3 		$0 Hold
3
– – ﹤0.01% 873
2018
Q2 		$0 Buy
+3
New +$115 ﹤0.01% 850

Other funds holding TXNM

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Squar Milner Financial Services's TXNM Position: Q2 2020 in Review

Squar Milner Financial Services sold out of TXNM Energy Inc (TXNM) in Q2 2020, closing a stake of 3 shares.

Squar Milner Financial Services first reported a position in TXNM in Q2 2018 and held it in 7 quarters. The position peaked at $0 in Q1 2020. 246 funds tracked by Wall St. Rank hold TXNM as of Q2 2020.

  • Squar Milner Financial Services reported no remaining TXNM Energy Inc position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 3 TXNM Energy Inc shares in Q2 2020.
  • Squar Milner Financial Services first reported a position in TXNM Energy Inc in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's TXNM Energy Inc position peaked at $0 in Q1 2020.
  • 246 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.