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Wealthspire Advisors (Maryland)’s Textron TXT Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$232K Buy
+6,440
New +$234K 0.01% 414
2019
Q2 		– Sell
-725
Closed -$37K – 1928
2019
Q1 		$37K Buy
725
+1
+0.1% +$52 ﹤0.01% 1029
2018
Q4 		$33K Sell
724
-24
-3% -$1.35K ﹤0.01% 1018
2018
Q3 		$53K Hold
748
– – ﹤0.01% 944
2018
Q2 		$49K Buy
748
+51
+7% +$3.29K ﹤0.01% 986
2018
Q1 		$41K Sell
697
-219
-24% -$12.9K ﹤0.01% 1065
2017
Q4 		$52K Buy
916
+110
+14% +$5.99K 0.01% 987
2017
Q3 		$43K Buy
806
+17
+2% +$845 ﹤0.01% 1034
2017
Q2 		$37K Buy
789
+12
+2% +$564 ﹤0.01% 1053
2017
Q1 		$37K Buy
777
+323
+71% +$15.6K 0.01% 890
2016
Q4 		$22K Sell
454
-62
-12% -$2.7K ﹤0.01% 996
2016
Q3 		$21K Buy
516
+12
+2% +$473 ﹤0.01% 1043
2016
Q2 		$18K Sell
504
-71
-12% -$2.7K ﹤0.01% 1037
2016
Q1 		$21K Buy
575
+57
+11% +$2K ﹤0.01% 964
2015
Q4 		$22K Buy
+518
New +$21.4K ﹤0.01% 942

Other funds holding TXT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TXT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Textron (TXT) in Q3 2020: 6,440 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #414 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in TXT as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in TXT in Q4 2015 and has held it in 15 quarters since. 405 funds tracked by Wall St. Rank hold TXT as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 6,440 shares of Textron worth $232K as of Q3 2020.
  • Textron was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Textron made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #414 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Textron in Q4 2015 and has held it in 15 quarters since.
  • 405 funds tracked by Wall St. Rank held Textron as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.