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Sugarloaf Wealth Management’s Textron TXT Stock Holding History

Sugarloaf Wealth 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
2022
Q4 		– Sell
-2,335
Closed -$136K – 865
2022
Q3 		$136K Buy
+2,335
New +$148K 0.03% 162

Other funds holding TXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Sugarloaf Wealth Management's TXT Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Textron (TXT) in Q4 2022, closing a stake of 2,335 shares — an estimated $136K sold.

Sugarloaf Wealth Management first reported a position in TXT in Q3 2022 and held it in 1 quarter. The position peaked at $136K in Q3 2022. 565 funds tracked by Wall St. Rank hold TXT as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining Textron position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 2,335 Textron shares in Q4 2022, an estimated $136K.
  • Sugarloaf Wealth Management first reported a position in Textron in Q3 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Textron position peaked at $136K in Q3 2022.
  • 565 funds tracked by Wall St. Rank held Textron as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.