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Gupta Wealth Management’s TJX Companies TJX Stock Holding History

Gupta 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
2016
Q1 		$9K Sell
220
-418
-66% -$15.2K ﹤0.01% 880
2015
Q4 		$23K Sell
638
-1,698
-73% -$60.5K 0.01% 629
2015
Q3 		$83K Sell
2,336
-1,810
-44% -$63.5K 0.02% 369
2015
Q2 		$137K Buy
4,146
+3,810
+1,134% +$127K 0.03% 302
2015
Q1 		$12K Buy
+336
New +$11.4K ﹤0.01% 721

Other funds holding TJX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Gupta Wealth Management's TJX Position: Q1 2016 in Review

Gupta Wealth Management reduced its TJX Companies (TJX) stake by 66% in Q1 2016, selling an estimated $15.2K and leaving 220 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Gupta Wealth Management first reported a position in TJX in Q1 2015 and has held it in 5 quarters since. The position peaked at $137K in Q2 2015. 1,022 funds tracked by Wall St. Rank hold TJX as of Q1 2016.

  • Gupta Wealth Management held 220 shares of TJX Companies worth $9K as of Q1 2016.
  • Gupta Wealth Management sold 418 TJX Companies shares in Q1 2016, an estimated $15.2K.
  • TJX Companies made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #880 holding.
  • Gupta Wealth Management first reported a position in TJX Companies in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's TJX Companies position peaked at $137K in Q2 2015.
  • 1,022 funds tracked by Wall St. Rank held TJX Companies as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.