Delap Wealth Advisory’s TJX Companies TJX Stock Holding History

Delap Wealth Advisory’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
2024 Q2	–	Sell	-2,538	Closed	-$257K	–	270
2024 Q1	$257K	Buy	+2,538	New	+$246K	0.1%	188

Other funds holding TJX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Delap Wealth Advisory's TJX Position: Q2 2024 in Review

Delap Wealth Advisory sold out of TJX Companies (TJX) in Q2 2024, closing a stake of 2,538 shares — an estimated $257K sold.

Delap Wealth Advisory first reported a position in TJX in Q1 2024 and held it in 1 quarter. The position peaked at $257K in Q1 2024. 2,083 funds tracked by Wall St. Rank hold TJX as of Q2 2024.

Delap Wealth Advisory reported no remaining TJX Companies position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 2,538 TJX Companies shares in Q2 2024, an estimated $257K.
Delap Wealth Advisory first reported a position in TJX Companies in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's TJX Companies position peaked at $257K in Q1 2024.
2,083 funds tracked by Wall St. Rank held TJX Companies as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.