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TrueWealth LLC’s TJX Companies TJX Stock Holding History

TrueWealth LLC’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
Q2 		$342K Buy
6,764
+688
+11% +$34.6K 0.14% 92
2020
Q1 		$291K Buy
6,076
+3,200
+111% +$184K 0.14% 97
2019
Q4 		$176K Buy
2,876
+62
+2% +$3.67K 0.07% 151
2019
Q3 		$157K Hold
2,814
– – 0.07% 155
2019
Q2 		$149K Hold
2,814
– – 0.07% 159
2019
Q1 		$150K Hold
2,814
– – 0.07% 159
2018
Q4 		$126K Hold
2,814
– – 0.06% 168
2018
Q3 		$158K Hold
2,814
– – 0.07% 155
2018
Q2 		$134K Hold
2,814
– – 0.06% 169
2018
Q1 		$115K Sell
2,814
-296
-10% -$11.7K 0.06% 176
2017
Q4 		$119K Buy
+3,110
New +$113K 0.06% 192

Other funds holding TJX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrueWealth LLC's TJX Position: Q2 2020 in Review

TrueWealth LLC increased its TJX Companies (TJX) stake by 11% in Q2 2020, buying an estimated $34.6K and bringing the position to 6,764 shares worth $342K. The position accounts for 0.14% of the portfolio, ranked #92.

TrueWealth LLC first reported a position in TJX in Q4 2017 and has held it in 11 quarters since. 1,463 funds tracked by Wall St. Rank hold TJX as of Q2 2020.

  • TrueWealth LLC held 6,764 shares of TJX Companies worth $342K as of Q2 2020.
  • TrueWealth LLC bought 688 TJX Companies shares in Q2 2020, an estimated $34.6K.
  • TJX Companies made up 0.14% of TrueWealth LLC's portfolio in Q2 2020, its #92 holding.
  • TrueWealth LLC first reported a position in TJX Companies in Q4 2017 and has held it in 11 quarters since.
  • 1,463 funds tracked by Wall St. Rank held TJX Companies as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.