Wealthcare Advisory Partners’s TXNM Energy Inc TXNM Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-53	Closed	-$3K	–	1930
2021 Q1	$3K	Buy	+53	New	+$2.57K	﹤0.01%	1819
2020 Q2	–	Sell	-40	Closed	-$2K	–	1411
2020 Q1	$2K	Hold	40	–	–	﹤0.01%	1336
2019 Q4	$2K	Hold	40	–	–	﹤0.01%	1288
2019 Q3	$2K	Hold	40	–	–	﹤0.01%	1250
2019 Q2	$2K	Hold	40	–	–	﹤0.01%	1212
2019 Q1	$2K	Hold	40	–	–	﹤0.01%	1120
2018 Q4	$2K	Hold	40	–	–	﹤0.01%	1104
2018 Q3	$2K	Hold	40	–	–	﹤0.01%	1142
2018 Q2	$2K	Buy	+40	New	+$1.53K	﹤0.01%	1143

Other funds holding TXNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthcare Advisory Partners's TXNM Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of TXNM Energy Inc (TXNM) in Q2 2021, closing a stake of 53 shares — an estimated $3K sold.

Wealthcare Advisory Partners first reported a position in TXNM in Q2 2018 and held it in 9 quarters. The position peaked at $3K in Q1 2021. 261 funds tracked by Wall St. Rank hold TXNM as of Q2 2021.

Wealthcare Advisory Partners reported no remaining TXNM Energy Inc position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 53 TXNM Energy Inc shares in Q2 2021, an estimated $3K.
Wealthcare Advisory Partners first reported a position in TXNM Energy Inc in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's TXNM Energy Inc position peaked at $3K in Q1 2021.
261 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.