TRUE Private Wealth Advisors’s TXNM Energy Inc TXNM Stock Holding History

TRUE Private Wealth Advisors’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
2021 Q1	–	Sell	-550	Closed	-$26K	–	727
2020 Q4	$26K	Hold	550	–	–	﹤0.01%	418
2020 Q3	$22K	Hold	550	–	–	﹤0.01%	408
2020 Q2	$21K	Hold	550	–	–	﹤0.01%	408
2020 Q1	$20K	Hold	550	–	–	﹤0.01%	385
2019 Q4	$27K	Buy	+550	New	+$27.6K	﹤0.01%	443
2019 Q3	–	Sell	-550	Closed	-$28K	–	742
2019 Q2	$28K	Buy	+550	New	+$26.2K	﹤0.01%	411

Other funds holding TXNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TRUE Private Wealth Advisors's TXNM Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of TXNM Energy Inc (TXNM) in Q1 2021, closing a stake of 550 shares — an estimated $26K sold.

TRUE Private Wealth Advisors first reported a position in TXNM in Q2 2019 and held it in 6 quarters. The position peaked at $28K in Q2 2019. 254 funds tracked by Wall St. Rank hold TXNM as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining TXNM Energy Inc position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 550 TXNM Energy Inc shares in Q1 2021, an estimated $26K.
TRUE Private Wealth Advisors first reported a position in TXNM Energy Inc in Q2 2019 and held it in 6 quarters.
TRUE Private Wealth Advisors's TXNM Energy Inc position peaked at $28K in Q2 2019.
254 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.