WAM
TXNM

Wealthspire Advisors (Maryland)’s TXNM Energy Inc TXNM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-113
Closed -$5K – 2111
2019
Q1 		$5K Hold
113
– – ﹤0.01% 1858
2018
Q4 		$5K Sell
113
-9
-7% -$369 ﹤0.01% 1766
2018
Q3 		$5K Buy
122
+9
+8% +$353 ﹤0.01% 1841
2018
Q2 		$4K Hold
113
– – ﹤0.01% 1921
2018
Q1 		$4K Buy
113
+105
+1,313% +$3.85K ﹤0.01% 1946
2017
Q4 		$0 Sell
8
-1,177
-99% -$50.5K ﹤0.01% 2576
2017
Q3 		$48K Sell
1,185
-52
-4% -$2.11K 0.01% 1002
2017
Q2 		$47K Buy
+1,237
New +$47.1K 0.01% 974

Other funds holding TXNM

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TXNM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of TXNM Energy Inc (TXNM) in Q2 2019, closing a stake of 113 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in TXNM in Q2 2017 and held it in 8 quarters. The position peaked at $48K in Q3 2017. 245 funds tracked by Wall St. Rank hold TXNM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining TXNM Energy Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 113 TXNM Energy Inc shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in TXNM Energy Inc in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s TXNM Energy Inc position peaked at $48K in Q3 2017.
  • 245 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.