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Aevitas Wealth Management’s TJX Companies TJX Stock Holding History

Aevitas 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
2022
Q4 		$690K Sell
8,670
-492
-5% -$36.3K 0.41% 59
2022
Q3 		$569K Sell
9,162
-190
-2% -$11.9K 0.43% 60
2022
Q2 		$522K Sell
9,352
-890
-9% -$53.9K 0.35% 71
2022
Q1 		$620K Sell
10,242
-3,058
-23% -$205K 0.38% 65
2021
Q4 		$1.01M Sell
13,300
-748
-5% -$51.9K 0.6% 48
2021
Q3 		$927K Buy
14,048
+13
+0.1% +$908 0.59% 51
2021
Q2 		$946K Buy
14,035
+463
+3% +$31.6K 0.6% 48
2021
Q1 		$898K Buy
13,572
+1,271
+10% +$85.1K 0.63% 47
2020
Q4 		$840K Buy
12,301
+319
+3% +$19.4K 0.61% 45
2020
Q3 		$667K Sell
11,982
-200
-2% -$10.8K 0.55% 52
2020
Q2 		$616K Sell
12,182
-1,315
-10% -$66K 0.57% 49
2020
Q1 		$645K Sell
13,497
-12,998
-49% -$748K 0.72% 42
2019
Q4 		$1.62M Buy
26,495
+25
+0.1% +$1.48K 1.52% 21
2019
Q3 		$1.48M Sell
26,470
-673
-2% -$36.7K 1.48% 21
2019
Q2 		$1.44M Sell
27,143
-20,368
-43% -$1.08M 1.44% 21
2019
Q1 		$2.53M Buy
47,511
+36
+0.1% +$1.79K 2.25% 9
2018
Q4 		$2.12M Sell
47,475
-3,959
-8% -$200K 2.17% 9
2018
Q3 		$2.88M Sell
51,434
-1,034
-2% -$53.1K 2.61% 7
2018
Q2 		$2.5M Sell
52,468
-1,486
-3% -$65.2K 2.43% 6
2018
Q1 		$2.2M Sell
53,954
-1,556
-3% -$61.5K 2.2% 9
2017
Q4 		$2.12M Buy
+55,510
New +$2.01M 2.01% 8

Other funds holding TJX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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
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

Aevitas Wealth Management's TJX Position: Q4 2022 in Review

Aevitas Wealth Management reduced its TJX Companies (TJX) stake by 5.4% in Q4 2022, selling an estimated $36.3K and leaving 8,670 shares worth $690K. The position accounts for 0.41% of the portfolio, ranked #59.

Aevitas Wealth Management first reported a position in TJX in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.88M in Q3 2018. 1,781 funds tracked by Wall St. Rank hold TJX as of Q4 2022.

  • Aevitas Wealth Management held 8,670 shares of TJX Companies worth $690K as of Q4 2022.
  • Aevitas Wealth Management sold 492 TJX Companies shares in Q4 2022, an estimated $36.3K.
  • TJX Companies made up 0.41% of Aevitas Wealth Management's portfolio in Q4 2022, its #59 holding.
  • Aevitas Wealth Management first reported a position in TJX Companies in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's TJX Companies position peaked at $2.88M in Q3 2018.
  • 1,781 funds tracked by Wall St. Rank held TJX Companies as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.