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Castle Wealth Management’s TJX Companies TJX Stock Holding History

Castle 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 		– Sell
-183
Closed -$11K – 583
2022
Q3 		$11K Hold
183
– – 0.01% 410
2022
Q2 		$10K Buy
+183
New +$11.1K 0.01% 409

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

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

Castle Wealth Management sold out of TJX Companies (TJX) in Q4 2022, closing a stake of 183 shares — an estimated $11K sold.

Castle Wealth Management first reported a position in TJX in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q3 2022. 1,781 funds tracked by Wall St. Rank hold TJX as of Q4 2022.

  • Castle Wealth Management reported no remaining TJX Companies position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 183 TJX Companies shares in Q4 2022, an estimated $11K.
  • Castle Wealth Management first reported a position in TJX Companies in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's TJX Companies position peaked at $11K in Q3 2022.
  • 1,781 funds tracked by Wall St. Rank held TJX Companies as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.