Curi Wealth Management’s TJX Companies TJX Stock Holding History

Curi 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 Q1	–	Sell	-3,784	Closed	-$355K	–	138
2023 Q4	$355K	Sell	3,784 -39	-1%	-$3.5K	0.05%	106
2023 Q3	$340K	Sell	3,823 -130	-3%	-$11.4K	0.05%	104
2023 Q2	$335K	Sell	3,953 -1	-0%	-$79	0.05%	116
2023 Q1	$310K	Buy	3,954 +42	+1%	+$3.31K	0.04%	120
2022 Q4	$311K	Sell	3,912 -1,800	-32%	-$133K	0.04%	139
2022 Q3	$355K	Buy	5,712 +5	+0.1%	+$314	0.06%	122
2022 Q2	$319K	Buy	5,707 +182	+3%	+$11K	0.06%	85
2022 Q1	$334K	Buy	5,525 +269	+5%	+$18K	0.06%	81
2021 Q4	$399K	Buy	5,256 +8	+0.2%	+$555	0.07%	75
2021 Q3	$346K	Buy	5,248 +22	+0.4%	+$1.54K	0.16%	56
2021 Q2	$352K	Hold	5,226	–	–	0.18%	63
2021 Q1	$345K	Hold	5,226	–	–	0.22%	58
2020 Q4	$356K	Buy	+5,226	New	+$318K	0.26%	48

Other funds holding TJX

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Curi Wealth Management's TJX Position: Q1 2024 in Review

Curi Wealth Management sold out of TJX Companies (TJX) in Q1 2024, closing a stake of 3,784 shares — an estimated $355K sold.

Curi Wealth Management first reported a position in TJX in Q4 2020 and held it in 13 quarters. The position peaked at $399K in Q4 2021. 2,028 funds tracked by Wall St. Rank hold TJX as of Q1 2024.

Curi Wealth Management reported no remaining TJX Companies position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 3,784 TJX Companies shares in Q1 2024, an estimated $355K.
Curi Wealth Management first reported a position in TJX Companies in Q4 2020 and held it in 13 quarters.
Curi Wealth Management's TJX Companies position peaked at $399K in Q4 2021.
2,028 funds tracked by Wall St. Rank held TJX Companies as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.