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UBP Investment Advisors’s Textron TXT Stock Holding History

UBP Investment Advisors’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
Q3 		$440K Hold
7,571
– – 0.23% 62
2022
Q2 		$460K Buy
+7,571
New +$497K 0.18% 70

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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

UBP Investment Advisors's TXT Position: Q3 2022 in Review

UBP Investment Advisors held its Textron (TXT) position steady in Q3 2022 at 7,571 shares worth $440K. The position accounts for 0.23% of the portfolio, ranked #62.

UBP Investment Advisors first reported a position in TXT in Q2 2022 and has held it in 2 quarters since. The position peaked at $460K in Q2 2022. 508 funds tracked by Wall St. Rank hold TXT as of Q3 2022.

  • UBP Investment Advisors held 7,571 shares of Textron worth $440K as of Q3 2022.
  • UBP Investment Advisors left its Textron share count unchanged in Q3 2022.
  • Textron made up 0.23% of UBP Investment Advisors's portfolio in Q3 2022, its #62 holding.
  • UBP Investment Advisors first reported a position in Textron in Q2 2022 and has held it in 2 quarters since.
  • UBP Investment Advisors's Textron position peaked at $460K in Q2 2022.
  • 508 funds tracked by Wall St. Rank held Textron as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.