LIWM
TJX icon

Long Island Wealth Management’s TJX Companies TJX Stock Holding History

Long Island 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
2024
Q1 		– Sell
-351
Closed -$33K – 361
2023
Q4 		$33K Buy
+351
New +$31.5K 0.02% 149

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Long Island Wealth Management's TJX Position: Q1 2024 in Review

Long Island Wealth Management sold out of TJX Companies (TJX) in Q1 2024, closing a stake of 351 shares — an estimated $33K sold.

Long Island Wealth Management first reported a position in TJX in Q4 2023 and held it in 1 quarter. The position peaked at $33K in Q4 2023. 2,028 funds tracked by Wall St. Rank hold TJX as of Q1 2024.

  • Long Island Wealth Management reported no remaining TJX Companies position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 351 TJX Companies shares in Q1 2024, an estimated $33K.
  • Long Island Wealth Management first reported a position in TJX Companies in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's TJX Companies position peaked at $33K in Q4 2023.
  • 2,028 funds tracked by Wall St. Rank held TJX Companies as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.