WP
TXT icon

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

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State Street
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Invesco
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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 $1.47T 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