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Halpern Financial’s TJX Companies TJX Stock Holding History

Halpern Financial’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 		$1.75K Buy
+15
New +$1.72K ﹤0.01% 208
2024
Q1 		– Sell
-309
Closed -$28.3K – 242
2023
Q4 		$28.3K Sell
309
-164
-35% -$14.7K 0.01% 123
2023
Q3 		$42K Buy
473
+400
+548% +$35.2K 0.01% 87
2023
Q2 		$6.15K Buy
+73
New +$5.76K ﹤0.01% 206
2021
Q1 		– Sell
-229
Closed -$15.6K – 280
2020
Q4 		$15.6K Hold
229
– – 0.01% 93
2020
Q3 		$12.7K Buy
+229
New +$12.3K 0.01% 94

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

Halpern Financial's TJX Position: Q3 2024 in Review

Halpern Financial opened a new position in TJX Companies (TJX) in Q3 2024: 15 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #208 among its holdings. This is a return to the name: Halpern Financial previously reported a position in TJX as recently as Q4 2023.

Halpern Financial first reported a position in TJX in Q3 2020 and has held it in 6 quarters since. The position peaked at $42K in Q3 2023. 2,173 funds tracked by Wall St. Rank hold TJX as of Q3 2024.

  • Halpern Financial held 15 shares of TJX Companies worth $1.75K as of Q3 2024.
  • TJX Companies was a new Halpern Financial position in Q3 2024.
  • TJX Companies made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #208 holding.
  • Halpern Financial first reported a position in TJX Companies in Q3 2020 and has held it in 6 quarters since.
  • Halpern Financial's TJX Companies position peaked at $42K in Q3 2023.
  • 2,173 funds tracked by Wall St. Rank held TJX Companies as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.