OIWM
TJX icon

OptiFour Integrated Wealth Management’s TJX Companies TJX Stock Holding History

OptiFour Integrated 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
2019
Q4 		$404K Hold
6,612
– – 0.28% 45
2019
Q3 		$369K Hold
6,612
– – 0.26% 46
2019
Q2 		$350K Buy
+6,612
New +$351K 0.24% 50

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OptiFour Integrated Wealth Management's TJX Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its TJX Companies (TJX) position steady in Q4 2019 at 6,612 shares worth $404K. The position accounts for 0.28% of the portfolio, ranked #45.

OptiFour Integrated Wealth Management first reported a position in TJX in Q2 2019 and has held it in 3 quarters since. 1,505 funds tracked by Wall St. Rank hold TJX as of Q4 2019.

  • OptiFour Integrated Wealth Management held 6,612 shares of TJX Companies worth $404K as of Q4 2019.
  • OptiFour Integrated Wealth Management left its TJX Companies share count unchanged in Q4 2019.
  • TJX Companies made up 0.28% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #45 holding.
  • OptiFour Integrated Wealth Management first reported a position in TJX Companies in Q2 2019 and has held it in 3 quarters since.
  • 1,505 funds tracked by Wall St. Rank held TJX Companies as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.