Sugarloaf Wealth Management’s Texas Instruments TXN Stock Holding History

Sugarloaf 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	$45.1K	Hold	241	–	–	0.01%	307
2024 Q3	$49.7K	Hold	241	–	–	0.01%	308
2024 Q2	$46.8K	Hold	241	–	–	0.01%	299
2024 Q1	$41.9K	Hold	241	–	–	0.01%	315
2023 Q4	$41K	Hold	241	–	–	0.01%	308
2023 Q3	$38.2K	Hold	241	–	–	0.01%	319
2023 Q2	$43.3K	Buy	241 +1	+0.4%	+$172	0.01%	307
2023 Q1	$44.7K	Sell	240 -1	-0.4%	-$176	0.01%	305
2022 Q4	$39.7K	Sell	241 -679	-74%	-$113K	0.01%	316
2022 Q3	$143K	Buy	920 +679	+282%	+$114K	0.04%	157
2022 Q2	$37K	Buy	241 +32	+15%	+$5.38K	0.01%	337
2022 Q1	$38K	Hold	209	–	–	0.01%	320
2021 Q4	$39K	Hold	209	–	–	0.01%	326
2021 Q3	$40K	Hold	209	–	–	0.01%	309
2021 Q2	$40K	Hold	209	–	–	0.01%	309
2021 Q1	$39	Hold	209	–	–	0.01%	308
2020 Q4	$34K	Hold	209	–	–	0.01%	302
2020 Q3	$30K	Hold	209	–	–	0.01%	307
2020 Q2	$26K	Hold	209	–	–	0.01%	318
2020 Q1	$21K	Hold	209	–	–	0.01%	329
2019 Q4	$27K	Buy	+209	New	+$25.8K	0.01%	333

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

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

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Sugarloaf Wealth Management held its Texas Instruments (TXN) position steady in Q4 2024 at 241 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #307.

Sugarloaf Wealth Management first reported a position in TXN in Q4 2019 and has held it in 21 quarters since. The position peaked at $143K in Q3 2022. 2,382 funds tracked by Wall St. Rank hold TXN as of Q4 2024.

Sugarloaf Wealth Management held 241 shares of Texas Instruments worth $45.1K as of Q4 2024.
Sugarloaf Wealth Management left its Texas Instruments share count unchanged in Q4 2024.
Texas Instruments made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #307 holding.
Sugarloaf Wealth Management first reported a position in Texas Instruments in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Texas Instruments position peaked at $143K in Q3 2022.
2,382 funds tracked by Wall St. Rank held Texas Instruments as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.