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Baystate Wealth Management’s TJX Companies TJX Stock Holding History

Baystate 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
2023
Q4 		$137K Buy
1,458
+6
+0.4% +$538 0.01% 246
2023
Q3 		$129K Buy
1,452
+5
+0.3% +$440 0.01% 232
2023
Q2 		$123K Buy
1,447
+5
+0.3% +$394 0.01% 230
2023
Q1 		$113K Sell
1,442
-140
-9% -$11K 0.01% 232
2022
Q4 		$126K Buy
1,582
+154
+11% +$11.4K 0.01% 230
2022
Q3 		$89K Buy
1,428
+6
+0.4% +$377 0.01% 249
2022
Q2 		$79K Buy
1,422
+6
+0.4% +$363 0.01% 264
2022
Q1 		$86K Sell
1,416
-31
-2% -$2.08K 0.01% 261
2021
Q4 		$110K Buy
1,447
+5
+0.3% +$347 0.01% 231
2021
Q3 		$95K Buy
1,442
+39
+3% +$2.72K 0.01% 223
2021
Q2 		$95K Buy
1,403
+28
+2% +$1.91K 0.01% 212
2021
Q1 		$91K Buy
1,375
+191
+16% +$12.8K 0.01% 205
2020
Q4 		$81K Sell
1,184
-713
-38% -$43.4K 0.01% 197
2020
Q3 		$106K Buy
1,897
+1
+0.1% +$54 0.01% 150
2020
Q2 		$96K Buy
1,896
+104
+6% +$5.22K 0.01% 159
2020
Q1 		$86K Buy
1,792
+136
+8% +$7.83K 0.01% 151
2019
Q4 		$101K Sell
1,656
-9
-0.5% -$532 0.01% 163
2019
Q3 		$93K Buy
1,665
+256
+18% +$13.9K 0.01% 155
2019
Q2 		$75K Buy
1,409
+5
+0.4% +$266 0.01% 176
2019
Q1 		$78K Buy
1,404
+605
+76% +$30.2K 0.01% 170
2018
Q4 		$39K Buy
799
+3
+0.4% +$152 0.01% 233
2018
Q3 		$43K Hold
796
– – 0.01% 223
2018
Q2 		$38K Buy
796
+4
+0.5% +$176 0.01% 221
2018
Q1 		$33K Hold
792
– – 0.01% 235
2017
Q4 		$31K Hold
792
– – ﹤0.01% 247
2017
Q3 		$29K Hold
792
– – ﹤0.01% 243
2017
Q2 		$28K Buy
792
+20
+3% +$754 0.01% 240
2017
Q1 		$30K Buy
772
+100
+15% +$3.85K 0.01% 226
2016
Q4 		$26K Buy
+672
New +$25.4K 0.01% 209
2013
Q3 		– Sell
-3,308
Closed -$83K – 212
2013
Q2 		$83K Buy
+3,308
New +$81.6K 0.04% 63

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baystate Wealth Management's TJX Position: Q4 2023 in Review

Baystate Wealth Management increased its TJX Companies (TJX) stake by 0.41% in Q4 2023, buying an estimated $538 and bringing the position to 1,458 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #246.

Baystate Wealth Management first reported a position in TJX in Q2 2013 and has held it in 30 quarters since. 1,960 funds tracked by Wall St. Rank hold TJX as of Q4 2023.

  • Baystate Wealth Management held 1,458 shares of TJX Companies worth $137K as of Q4 2023.
  • Baystate Wealth Management bought 6 TJX Companies shares in Q4 2023, an estimated $538.
  • TJX Companies made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #246 holding.
  • Baystate Wealth Management first reported a position in TJX Companies in Q2 2013 and has held it in 30 quarters since.
  • 1,960 funds tracked by Wall St. Rank held TJX Companies as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.