Walled Lake Planning & Wealth Management’s Texas Instruments TXN Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-425	Closed	-$82K	–	294
2021 Q3	$82K	Buy	425 +2	+0.5%	+$381	0.05%	132
2021 Q2	$81K	Buy	423 +1	+0.2%	+$187	0.05%	131
2021 Q1	$80K	Buy	422 +2	+0.5%	+$347	0.06%	126
2020 Q4	$69K	Buy	420 +2	+0.5%	+$311	0.05%	119
2020 Q3	$60K	Buy	418 +2	+0.5%	+$272	0.05%	114
2020 Q2	$53K	Buy	416 +2	+0.5%	+$233	0.04%	106
2020 Q1	$41K	Buy	414 +2	+0.5%	+$240	0.04%	112
2019 Q4	$53K	Buy	+412	New	+$50.8K	0.04%	112

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Walled Lake Planning & Wealth Management's TXN Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Texas Instruments (TXN) in Q4 2021, closing a stake of 425 shares — an estimated $82K sold.

Walled Lake Planning & Wealth Management first reported a position in TXN in Q4 2019 and held it in 8 quarters. The position peaked at $82K in Q3 2021. 2,070 funds tracked by Wall St. Rank hold TXN as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Texas Instruments position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 425 Texas Instruments shares in Q4 2021, an estimated $82K.
Walled Lake Planning & Wealth Management first reported a position in Texas Instruments in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Texas Instruments position peaked at $82K in Q3 2021.
2,070 funds tracked by Wall St. Rank held Texas Instruments as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.