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WealthPlan Investment Management’s Textron TXT Stock Holding History

WealthPlan Investment Management’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
2023
Q3 		– Sell
-105
Closed -$7.1K – 344
2023
Q2 		$7.1K Hold
105
– – ﹤0.01% 285
2023
Q1 		$7.42K Buy
+105
New +$7.49K ﹤0.01% 341

Other funds holding TXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WealthPlan Investment Management's TXT Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Textron (TXT) in Q3 2023, closing a stake of 105 shares — an estimated $7.1K sold.

WealthPlan Investment Management first reported a position in TXT in Q1 2023 and held it in 2 quarters. The position peaked at $7.42K in Q1 2023. 571 funds tracked by Wall St. Rank hold TXT as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Textron position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 105 Textron shares in Q3 2023, an estimated $7.1K.
  • WealthPlan Investment Management first reported a position in Textron in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Textron position peaked at $7.42K in Q1 2023.
  • 571 funds tracked by Wall St. Rank held Textron as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.