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WealthPLAN Partners’s Textron TXT Stock Holding History

WealthPLAN Partners’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
-994
Closed -$67.2K – 1101
2023
Q2 		$67.2K Hold
994
– – 0.01% 457
2023
Q1 		$70.2K Buy
+994
New +$70.9K 0.01% 492
2016
Q3 		$24.9K Hold
634
– – 0.01% 439
2016
Q2 		$23.2K Buy
+634
New +$24.1K ﹤0.01% 1326
2015
Q4 		$26.6K Buy
+634
New +$26.2K ﹤0.01% 810
2015
Q2 		– Sell
-634
Closed -$28K – 508
2015
Q1 		$28K Buy
+634
New +$27.6K 0.01% 290

Other funds holding TXT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthPLAN Partners's TXT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Textron (TXT) in Q3 2023, closing a stake of 994 shares — an estimated $67.2K sold.

WealthPLAN Partners first reported a position in TXT in Q1 2015 and held it in 6 quarters. The position peaked at $70.2K in Q1 2023. 572 funds tracked by Wall St. Rank hold TXT as of Q3 2023.

  • WealthPLAN Partners reported no remaining Textron position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 994 Textron shares in Q3 2023, an estimated $67.2K.
  • WealthPLAN Partners first reported a position in Textron in Q1 2015 and held it in 6 quarters.
  • WealthPLAN Partners's Textron position peaked at $70.2K in Q1 2023.
  • 572 funds tracked by Wall St. Rank held Textron as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.