SVA Wealth Management’s Texas Instruments TXN Stock Holding History

SVA 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
2020 Q4	$3.17M	Buy	19,326 +2,691	+16%	+$418K	0.28%	69
2020 Q3	$2.38M	Buy	+16,635	New	+$2.26M	0.24%	85
2020 Q1	–	Sell	-1,581	Closed	-$203K	–	212
2019 Q4	$203K	Sell	1,581 -63	-4%	-$7.78K	0.02%	203
2019 Q3	$212K	Buy	+1,644	New	+$203K	0.02%	194
2018 Q4	–	Sell	-2,029	Closed	-$218K	–	217
2018 Q3	$218K	Sell	2,029 -370	-15%	-$41.2K	0.02%	204
2018 Q2	$264K	Buy	+2,399	New	+$260K	0.03%	191
2016 Q4	–	Sell	-4,310	Closed	-$302K	–	206
2016 Q3	$302K	Hold	4,310	–	–	0.05%	165
2016 Q2	$270K	Buy	4,310 +90	+2%	+$5.35K	0.04%	173
2016 Q1	$242K	Hold	4,220	–	–	0.04%	184
2015 Q4	$231K	Sell	4,220 -291	-6%	-$16.2K	0.04%	197
2015 Q3	$223K	Hold	4,511	–	–	0.04%	192
2015 Q2	$232K	Hold	4,511	–	–	0.04%	195
2015 Q1	$258K	Hold	4,511	–	–	0.05%	188
2014 Q4	$241K	Hold	4,511	–	–	0.09%	162
2014 Q3	$215K	Hold	4,511	–	–	0.09%	150
2014 Q2	$216K	Hold	4,511	–	–	0.09%	151
2014 Q1	$213K	Buy	+4,511	New	+$199K	0.1%	143

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

SVA Wealth Management's TXN Position: Q4 2020 in Review

SVA Wealth Management increased its Texas Instruments (TXN) stake by 16% in Q4 2020, buying an estimated $418K and bringing the position to 19,326 shares worth $3.17M. The position accounts for 0.28% of the portfolio, ranked #69.

SVA Wealth Management first reported a position in TXN in Q1 2014 and has held it in 17 quarters since. 1,837 funds tracked by Wall St. Rank hold TXN as of Q4 2020.

SVA Wealth Management held 19,326 shares of Texas Instruments worth $3.17M as of Q4 2020.
SVA Wealth Management bought 2,691 Texas Instruments shares in Q4 2020, an estimated $418K.
Texas Instruments made up 0.28% of SVA Wealth Management's portfolio in Q4 2020, its #69 holding.
SVA Wealth Management first reported a position in Texas Instruments in Q1 2014 and has held it in 17 quarters since.
1,837 funds tracked by Wall St. Rank held Texas Instruments as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.