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Oak Point Wealth Management’s TJX Companies TJX Stock Holding History

Oak Point 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
2018
Q1 		$365K Sell
9,066
-2,392
-21% -$94.6K 0.37% 73
2017
Q4 		$443K Buy
+11,458
New +$415K 0.44% 65

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Oak Point Wealth Management's TJX Position: Q1 2018 in Review

Oak Point Wealth Management reduced its TJX Companies (TJX) stake by 21% in Q1 2018, selling an estimated $94.6K and leaving 9,066 shares worth $365K. The position accounts for 0.37% of the portfolio, ranked #73.

Oak Point Wealth Management first reported a position in TJX in Q4 2017 and has held it in 2 quarters since. The position peaked at $443K in Q4 2017. 1,177 funds tracked by Wall St. Rank hold TJX as of Q1 2018.

  • Oak Point Wealth Management held 9,066 shares of TJX Companies worth $365K as of Q1 2018.
  • Oak Point Wealth Management sold 2,392 TJX Companies shares in Q1 2018, an estimated $94.6K.
  • TJX Companies made up 0.37% of Oak Point Wealth Management's portfolio in Q1 2018, its #73 holding.
  • Oak Point Wealth Management first reported a position in TJX Companies in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's TJX Companies position peaked at $443K in Q4 2017.
  • 1,177 funds tracked by Wall St. Rank held TJX Companies as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.