Cassady Schiller Wealth Management’s TJX Companies TJX Stock Holding History

Cassady Schiller 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 Q4	$7.49K	Buy	+62	New	+$7.4K	﹤0.01%	368
2024 Q2	–	Sell	-330	Closed	-$33.5K	–	497
2024 Q1	$33.5K	Hold	330	–	–	0.01%	241
2023 Q4	$31K	Hold	330	–	–	0.02%	243
2023 Q3	$29.3K	Hold	330	–	–	0.02%	239
2023 Q2	$28K	Hold	330	–	–	0.02%	258
2023 Q1	$25.9K	Sell	330 -520	-61%	-$40.9K	0.01%	252
2022 Q4	$67.7K	Buy	+850	New	+$62.8K	0.04%	169
2022 Q1	–	Sell	-886	Closed	-$67K	–	550
2021 Q4	$67K	Buy	+886	New	+$61.5K	0.04%	174

Other funds holding TJX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cassady Schiller Wealth Management's TJX Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in TJX Companies (TJX) in Q4 2024: 62 shares worth $7.49K. The stake represents ﹤0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in TJX as recently as Q1 2024.

Cassady Schiller Wealth Management first reported a position in TJX in Q4 2021 and has held it in 8 quarters since. The position peaked at $67.7K in Q4 2022. 2,317 funds tracked by Wall St. Rank hold TJX as of Q4 2024.

Cassady Schiller Wealth Management held 62 shares of TJX Companies worth $7.49K as of Q4 2024.
TJX Companies was a new Cassady Schiller Wealth Management position in Q4 2024.
TJX Companies made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #368 holding.
Cassady Schiller Wealth Management first reported a position in TJX Companies in Q4 2021 and has held it in 8 quarters since.
Cassady Schiller Wealth Management's TJX Companies position peaked at $67.7K in Q4 2022.
2,317 funds tracked by Wall St. Rank held TJX Companies as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.