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Litman Gregory Wealth Management’s TJX Companies TJX Stock Holding History

Litman Gregory 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
2020
Q1 		– Sell
-80
Closed -$5K – 207
2019
Q4 		$5K Buy
+80
New +$4.73K ﹤0.01% 172

Other funds holding TJX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Litman Gregory Wealth Management's TJX Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of TJX Companies (TJX) in Q1 2020, closing a stake of 80 shares — an estimated $5K sold.

Litman Gregory Wealth Management first reported a position in TJX in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 1,418 funds tracked by Wall St. Rank hold TJX as of Q1 2020.

  • Litman Gregory Wealth Management reported no remaining TJX Companies position as of Q1 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 80 TJX Companies shares in Q1 2020, an estimated $5K.
  • Litman Gregory Wealth Management first reported a position in TJX Companies in Q4 2019 and held it in 1 quarter.
  • Litman Gregory Wealth Management's TJX Companies position peaked at $5K in Q4 2019.
  • 1,418 funds tracked by Wall St. Rank held TJX Companies as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.