TPWA
TXNM

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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.