BerganKDV Wealth Management’s TJX Companies TJX Stock Holding History

BerganKDV Wealth Management’s Portfolio TJX Stock Details TJX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$53.6K	Sell	633 -38	-6%	-$3K	0.01%	365
2023 Q1	$52.6K	Buy	671 +1	+0.1%	+$79	0.01%	383
2022 Q4	$53.4K	Buy	670 +1	+0.1%	+$74	0.01%	372
2022 Q3	$42K	Sell	669 -118	-15%	-$7.41K	0.01%	387
2022 Q2	$44K	Buy	787 +23	+3%	+$1.39K	0.01%	396
2022 Q1	$46K	Sell	764 -140	-15%	-$9.37K	﹤0.01%	408
2021 Q4	$69K	Buy	904 +142	+19%	+$9.85K	0.01%	380
2021 Q3	$50K	Buy	762 +608	+395%	+$42.4K	0.01%	401
2021 Q2	$10K	Hold	154	–	–	﹤0.01%	617
2021 Q1	$10K	Sell	154 -22	-13%	-$1.47K	﹤0.01%	585
2020 Q4	$12K	Buy	176 +118	+203%	+$7.18K	﹤0.01%	543
2020 Q3	$3K	Hold	58	–	–	﹤0.01%	660
2020 Q2	$3K	Sell	58 -26	-31%	-$1.31K	﹤0.01%	716
2020 Q1	$4K	Buy	84 +22	+35%	+$1.27K	﹤0.01%	635
2019 Q4	$4K	Buy	+62	New	+$3.67K	﹤0.01%	680

Other funds holding TJX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BerganKDV Wealth Management's TJX Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its TJX Companies (TJX) stake by 5.7% in Q2 2023, selling an estimated $3K and leaving 633 shares worth $53.6K. The position accounts for 0.01% of the portfolio, ranked #365.

BerganKDV Wealth Management first reported a position in TJX in Q4 2019 and has held it in 15 quarters since. The position peaked at $69K in Q4 2021. 1,794 funds tracked by Wall St. Rank hold TJX as of Q2 2023.

BerganKDV Wealth Management held 633 shares of TJX Companies worth $53.6K as of Q2 2023.
BerganKDV Wealth Management sold 38 TJX Companies shares in Q2 2023, an estimated $3K.
TJX Companies made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #365 holding.
BerganKDV Wealth Management first reported a position in TJX Companies in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's TJX Companies position peaked at $69K in Q4 2021.
1,794 funds tracked by Wall St. Rank held TJX Companies as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.