CWM
TJX icon

Circle Wealth Management’s TJX Companies TJX Stock Holding History

Circle 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
Q3 		– Sell
-5,556
Closed -$612K – 227
2024
Q2 		$612K Sell
5,556
-1,693
-23% -$171K 0.01% 141
2024
Q1 		$735K Buy
7,249
+428
+6% +$41.5K 0.02% 120
2023
Q4 		$640K Sell
6,821
-1,728
-20% -$155K 0.02% 121
2023
Q3 		$760K Buy
8,549
+537
+7% +$47.3K 0.02% 98
2023
Q2 		$679K Sell
8,012
-6
-0.1% -$473 0.09% 79
2023
Q1 		$628K Buy
8,018
+17
+0.2% +$1.34K 0.09% 80
2022
Q4 		$637K Buy
8,001
+112
+1% +$8.27K 0.1% 77
2022
Q3 		$490K Sell
7,889
-112
-1% -$7.04K 0.08% 94
2022
Q2 		$447K Sell
8,001
-2,904
-27% -$176K 0.07% 106
2022
Q1 		$661K Buy
10,905
+222
+2% +$14.9K 0.09% 99
2021
Q4 		$811K Buy
10,683
+116
+1% +$8.05K 0.11% 80
2021
Q3 		$697K Sell
10,567
-5,515
-34% -$385K 0.1% 92
2021
Q2 		$1.08M Buy
16,082
+1,124
+8% +$76.6K 0.16% 66
2021
Q1 		$989K Sell
14,958
-1,958
-12% -$131K 0.16% 61
2020
Q4 		$1.16M Buy
16,916
+10,545
+166% +$641K 0.17% 75
2020
Q3 		$355K Buy
6,371
+1,948
+44% +$105K 0.06% 145
2020
Q2 		$224K Buy
+4,423
New +$222K 0.04% 182

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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