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YorkBridge Wealth Partners’s Texas Instruments TXN Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$1.5M Sell
9,096
-124
-1% -$20.7K 0.38% 65
2022
Q3 		$1.43M Buy
9,220
+167
+2% +$28K 0.37% 64
2022
Q2 		$1.39M Sell
9,053
-536
-6% -$90.2K 0.36% 65
2022
Q1 		$1.76M Sell
9,589
-526
-5% -$92.7K 0.39% 60
2021
Q4 		$1.91M Sell
10,115
-182
-2% -$34.9K 0.43% 59
2021
Q3 		$1.98M Buy
10,297
+412
+4% +$78.5K 0.5% 56
2021
Q2 		$1.9M Sell
9,885
-80
-0.8% -$15K 0.5% 56
2021
Q1 		$1.88M Buy
9,965
+354
+4% +$61.5K 0.56% 51
2020
Q4 		$1.58M Buy
9,611
+16
+0.2% +$2.49K 0.53% 54
2020
Q3 		$1.37M Buy
9,595
+13
+0.1% +$1.77K 0.58% 53
2020
Q2 		$1.22M Buy
9,582
+847
+10% +$98.8K 0.56% 56
2020
Q1 		$873K Sell
8,735
-28
-0.3% -$3.36K 0.54% 59
2019
Q4 		$1.12M Buy
8,763
+107
+1% +$13.2K 0.52% 60
2019
Q3 		$1.12M Sell
8,656
-1,049
-11% -$129K 0.56% 55
2019
Q2 		$1.11M Sell
9,705
-78
-0.8% -$8.72K 0.5% 56
2019
Q1 		$1.04M Sell
9,783
-245
-2% -$25.4K 0.48% 60
2018
Q4 		$948K Buy
10,028
+16
+0.2% +$1.55K 0.5% 57
2018
Q3 		$1.08M Sell
10,012
-264
-3% -$29.4K 0.49% 57
2018
Q2 		$1.13M Buy
10,276
+240
+2% +$26K 0.5% 59
2018
Q1 		$1.05M Buy
10,036
+221
+2% +$23.9K 0.48% 59
2017
Q4 		$1.02M Sell
9,815
-385
-4% -$37.5K 0.49% 54
2017
Q3 		$914K Sell
10,200
-81
-0.8% -$6.66K 0.47% 56
2017
Q2 		$786K Sell
10,281
-122
-1% -$9.78K 0.42% 64
2017
Q1 		$824K Buy
10,403
+882
+9% +$68.3K 0.43% 62
2016
Q4 		$709K Buy
+9,521
New +$679K 0.42% 65

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

YorkBridge Wealth Partners's TXN Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Texas Instruments (TXN) stake by 1.3% in Q4 2022, selling an estimated $20.7K and leaving 9,096 shares worth $1.5M. The position accounts for 0.38% of the portfolio, ranked #65.

YorkBridge Wealth Partners first reported a position in TXN in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.98M in Q3 2021. 2,101 funds tracked by Wall St. Rank hold TXN as of Q4 2022.

  • YorkBridge Wealth Partners held 9,096 shares of Texas Instruments worth $1.5M as of Q4 2022.
  • YorkBridge Wealth Partners sold 124 Texas Instruments shares in Q4 2022, an estimated $20.7K.
  • Texas Instruments made up 0.38% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #65 holding.
  • YorkBridge Wealth Partners first reported a position in Texas Instruments in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Texas Instruments position peaked at $1.98M in Q3 2021.
  • 2,101 funds tracked by Wall St. Rank held Texas Instruments as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.