Liberty Wealth Management’s TJX Companies TJX Stock Holding History

Liberty 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	–	Sell	-4,147	Closed	-$315K	–	233
2023 Q1	$315K	Buy	+4,147	New	+$326K	0.07%	168
2021 Q4	–	Sell	-262	Closed	-$17K	–	1009
2021 Q3	$17K	Buy	262 +79	+43%	+$5.51K	0.01%	699
2021 Q2	$12K	Sell	183 -3	-2%	-$205	﹤0.01%	618
2021 Q1	$11K	Hold	186	–	–	0.01%	582
2020 Q4	$11K	Buy	186 +53	+40%	+$3.22K	0.01%	577
2020 Q3	$7K	Hold	133	–	–	﹤0.01%	581
2020 Q2	$7K	Sell	133 -1,379	-91%	-$69.3K	﹤0.01%	560
2020 Q1	$72K	Buy	1,512 +44	+3%	+$2.53K	0.06%	179
2019 Q4	$90K	Sell	1,468 -197	-12%	-$11.6K	0.07%	172
2019 Q3	$93K	Buy	1,665 +198	+13%	+$10.8K	0.09%	157
2019 Q2	$78K	Sell	1,467 -387	-21%	-$20.6K	0.07%	194
2019 Q1	$98K	Sell	1,854 -64	-3%	-$3.19K	0.07%	141
2018 Q4	$85K	Buy	+1,918	New	+$96.9K	0.06%	144

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 $3.38T AUM 44.17% 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

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

Liberty Wealth Management sold out of TJX Companies (TJX) in Q2 2023, closing a stake of 4,147 shares — an estimated $315K sold.

Liberty Wealth Management first reported a position in TJX in Q4 2018 and held it in 13 quarters. The position peaked at $315K in Q1 2023. 1,793 funds tracked by Wall St. Rank hold TJX as of Q2 2023.

Liberty Wealth Management reported no remaining TJX Companies position as of Q2 2023 after selling out during the quarter.
Liberty Wealth Management sold 4,147 TJX Companies shares in Q2 2023, an estimated $315K.
Liberty Wealth Management first reported a position in TJX Companies in Q4 2018 and held it in 13 quarters.
Liberty Wealth Management's TJX Companies position peaked at $315K in Q1 2023.
1,793 funds tracked by Wall St. Rank held TJX Companies as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.