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Cherry Tree Wealth Management’s TJX Companies TJX Stock Holding History

Cherry Tree 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
Q3 		– Sell
-2
Closed -$170 – 617
2023
Q2 		$170 Buy
+2
New +$158 ﹤0.01% 596

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cherry Tree Wealth Management's TJX Position: Q3 2023 in Review

Cherry Tree Wealth Management sold out of TJX Companies (TJX) in Q3 2023, closing a stake of 2 shares — an estimated $170 sold.

Cherry Tree Wealth Management first reported a position in TJX in Q2 2023 and held it in 1 quarter. The position peaked at $170 in Q2 2023. 1,834 funds tracked by Wall St. Rank hold TJX as of Q3 2023.

  • Cherry Tree Wealth Management reported no remaining TJX Companies position as of Q3 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 2 TJX Companies shares in Q3 2023, an estimated $170.
  • Cherry Tree Wealth Management first reported a position in TJX Companies in Q2 2023 and held it in 1 quarter.
  • Cherry Tree Wealth Management's TJX Companies position peaked at $170 in Q2 2023.
  • 1,834 funds tracked by Wall St. Rank held TJX Companies as of Q3 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.