LWS
TJX icon

Lucia Wealth Services’s TJX Companies TJX Stock Holding History

Lucia Wealth Services’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
Q3 		$779K Buy
14,007
+955
+7% +$51.5K 0.18% 91
2020
Q2 		$660K Buy
13,052
+531
+4% +$26.7K 0.17% 92
2020
Q1 		$599K Buy
+12,521
New +$721K 0.2% 90

Other funds holding TJX

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lucia Wealth Services's TJX Position: Q3 2020 in Review

Lucia Wealth Services increased its TJX Companies (TJX) stake by 7.3% in Q3 2020, buying an estimated $51.5K and bringing the position to 14,007 shares worth $779K. The position accounts for 0.18% of the portfolio, ranked #91.

Lucia Wealth Services first reported a position in TJX in Q1 2020 and has held it in 3 quarters since. 1,446 funds tracked by Wall St. Rank hold TJX as of Q3 2020.

  • Lucia Wealth Services held 14,007 shares of TJX Companies worth $779K as of Q3 2020.
  • Lucia Wealth Services bought 955 TJX Companies shares in Q3 2020, an estimated $51.5K.
  • TJX Companies made up 0.18% of Lucia Wealth Services's portfolio in Q3 2020, its #91 holding.
  • Lucia Wealth Services first reported a position in TJX Companies in Q1 2020 and has held it in 3 quarters since.
  • 1,446 funds tracked by Wall St. Rank held TJX Companies as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.