Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s TJX Companies TJX Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-29
Closed -$2.58K – 464
2023
Q3 		$2.58K Buy
+29
New +$2.55K ﹤0.01% 446

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Legacy Financial Group (Iowa)'s TJX Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of TJX Companies (TJX) in Q4 2023, closing a stake of 29 shares — an estimated $2.58K sold.

Legacy Financial Group (Iowa) first reported a position in TJX in Q3 2023 and held it in 1 quarter. The position peaked at $2.58K in Q3 2023. 1,961 funds tracked by Wall St. Rank hold TJX as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining TJX Companies position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 29 TJX Companies shares in Q4 2023, an estimated $2.58K.
  • Legacy Financial Group (Iowa) first reported a position in TJX Companies in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s TJX Companies position peaked at $2.58K in Q3 2023.
  • 1,961 funds tracked by Wall St. Rank held TJX Companies as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.