9WM
TJX icon

9258 Wealth Management’s TJX Companies TJX Stock Holding History

9258 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
2024
Q3 		$1.83M Buy
15,572
+70
+0.5% +$8.03K 0.27% 78
2024
Q2 		$1.71M Buy
15,502
+830
+6% +$83.6K 0.26% 77
2024
Q1 		$1.49M Buy
14,672
+1,157
+9% +$112K 0.23% 84
2023
Q4 		$1.27M Buy
13,515
+3,624
+37% +$325K 0.22% 90
2023
Q3 		$879K Sell
9,891
-430
-4% -$37.9K 0.17% 117
2023
Q2 		$875K Buy
10,321
+794
+8% +$62.6K 0.16% 119
2023
Q1 		$747K Sell
9,527
-94
-1% -$7.4K 0.15% 126
2022
Q4 		$766K Sell
9,621
-1,773
-16% -$131K 0.17% 120
2022
Q3 		$708K Buy
11,394
+54
+0.5% +$3.39K 0.18% 121
2022
Q2 		$633K Buy
11,340
+873
+8% +$52.8K 0.16% 146
2022
Q1 		$634K Buy
10,467
+788
+8% +$52.8K 0.15% 157
2021
Q4 		$735K Buy
9,679
+5,039
+109% +$350K 0.17% 139
2021
Q3 		$306K Buy
4,640
+23
+0.5% +$1.61K 0.08% 255
2021
Q2 		$311K Buy
4,617
+310
+7% +$21.1K 0.08% 253
2021
Q1 		$285K Sell
4,307
-214
-5% -$14.3K 0.09% 254
2020
Q4 		$309K Sell
4,521
-27
-0.6% -$1.64K 0.1% 224
2020
Q3 		$231K Sell
4,548
-31
-0.7% -$1.67K 0.09% 249
2020
Q2 		$232K Buy
4,579
+233
+5% +$11.7K 0.09% 239
2020
Q1 		$208K Sell
4,346
-3,309
-43% -$190K 0.09% 236
2019
Q4 		$467K Buy
7,655
+3,094
+68% +$183K 0.17% 153
2019
Q3 		$254K Buy
4,561
+9
+0.2% +$490 0.2% 144
2019
Q2 		$241K Buy
+4,552
New +$242K 0.19% 145

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

9258 Wealth Management's TJX Position: Q3 2024 in Review

9258 Wealth Management increased its TJX Companies (TJX) stake by 0.45% in Q3 2024, buying an estimated $8.03K and bringing the position to 15,572 shares worth $1.83M. The position accounts for 0.27% of the portfolio, ranked #78.

9258 Wealth Management first reported a position in TJX in Q2 2019 and has held it in 22 quarters since. 2,173 funds tracked by Wall St. Rank hold TJX as of Q3 2024.

  • 9258 Wealth Management held 15,572 shares of TJX Companies worth $1.83M as of Q3 2024.
  • 9258 Wealth Management bought 70 TJX Companies shares in Q3 2024, an estimated $8.03K.
  • TJX Companies made up 0.27% of 9258 Wealth Management's portfolio in Q3 2024, its #78 holding.
  • 9258 Wealth Management first reported a position in TJX Companies in Q2 2019 and has held it in 22 quarters since.
  • 2,173 funds tracked by Wall St. Rank held TJX Companies as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.