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YorkBridge Wealth Partners’s TJX Companies TJX Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-1,962
Closed -$104K – 593
2019
Q2 		$104K Hold
1,962
– – 0.05% 278
2019
Q1 		$104K Sell
1,962
-6
-0.3% -$299 0.05% 268
2018
Q4 		$88K Sell
1,968
-90
-4% -$4.55K 0.05% 264
2018
Q3 		$115K Sell
2,058
-296
-13% -$15.2K 0.05% 261
2018
Q2 		$112K Sell
2,354
-44
-2% -$1.93K 0.05% 274
2018
Q1 		$99K Hold
2,398
– – 0.05% 293
2017
Q4 		$91K Sell
2,398
-130
-5% -$4.71K 0.04% 305
2017
Q3 		$93K Buy
2,528
+308
+14% +$11K 0.05% 297
2017
Q2 		$79K Sell
2,220
-22,526
-91% -$849K 0.04% 312
2017
Q1 		$976K Sell
24,746
-7,968
-24% -$307K 0.51% 53
2016
Q4 		$1.3M Buy
+32,714
New +$1.24M 0.77% 31

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return