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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Circle Wealth Management's TJX Position: Q3 2024 in Review

Circle Wealth Management sold out of TJX Companies (TJX) in Q3 2024, closing a stake of 5,556 shares — an estimated $612K sold.

Circle Wealth Management first reported a position in TJX in Q2 2020 and held it in 17 quarters. The position peaked at $1.16M in Q4 2020. 2,176 funds tracked by Wall St. Rank hold TJX as of Q3 2024.

  • Circle Wealth Management reported no remaining TJX Companies position as of Q3 2024 after selling out during the quarter.
  • Circle Wealth Management sold 5,556 TJX Companies shares in Q3 2024, an estimated $612K.
  • Circle Wealth Management first reported a position in TJX Companies in Q2 2020 and held it in 17 quarters.
  • Circle Wealth Management's TJX Companies position peaked at $1.16M in Q4 2020.
  • 2,176 funds tracked by Wall St. Rank held TJX Companies as of Q3 2024.

Based on Circle Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.