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Wells Financial Advisors’s Texas Instruments TXN Stock Holding History

Wells Financial Advisors’s Portfolio TXN Stock Details TXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-34
Closed -$7.02K – 99
2024
Q3 		$7.02K Buy
+34
New +$6.83K 0.01% 84

Other funds holding TXN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Financial Advisors's TXN Position: Q4 2024 in Review

Wells Financial Advisors sold out of Texas Instruments (TXN) in Q4 2024, closing a stake of 34 shares — an estimated $7.02K sold.

Wells Financial Advisors first reported a position in TXN in Q3 2024 and held it in 1 quarter. The position peaked at $7.02K in Q3 2024. 2,383 funds tracked by Wall St. Rank hold TXN as of Q4 2024.

  • Wells Financial Advisors reported no remaining Texas Instruments position as of Q4 2024 after selling out during the quarter.
  • Wells Financial Advisors sold 34 Texas Instruments shares in Q4 2024, an estimated $7.02K.
  • Wells Financial Advisors first reported a position in Texas Instruments in Q3 2024 and held it in 1 quarter.
  • Wells Financial Advisors's Texas Instruments position peaked at $7.02K in Q3 2024.
  • 2,383 funds tracked by Wall St. Rank held Texas Instruments as of Q4 2024.

Based on Wells Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.