Heritage Wealth Management (Arizona)’s TJX Companies TJX Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$69.3K	Buy	870 +435	+100%	+$32.1K	0.01%	464
2022 Q3	$27K	Buy	435 +35	+9%	+$2.2K	0.01%	484
2022 Q2	$22.3K	Hold	400	–	–	0.01%	526
2022 Q1	$24K	Buy	+400	New	+$26.8K	0.01%	571
2021 Q3	$26K	Hold	400	–	–	0.01%	522
2021 Q2	$27K	Hold	400	–	–	0.01%	521
2021 Q1	$26K	Buy	+400	New	+$26.8K	0.01%	458

Other funds holding TJX

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TJX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its TJX Companies (TJX) stake by 100% in Q4 2022, buying an estimated $32.1K and bringing the position to 870 shares worth $69.3K. The position accounts for 0.01% of the portfolio, ranked #464.

Heritage Wealth Management (Arizona) first reported a position in TJX in Q1 2021 and has held it in 7 quarters since. 1,781 funds tracked by Wall St. Rank hold TJX as of Q4 2022.

Heritage Wealth Management (Arizona) held 870 shares of TJX Companies worth $69.3K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 435 TJX Companies shares in Q4 2022, an estimated $32.1K.
TJX Companies made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #464 holding.
Heritage Wealth Management (Arizona) first reported a position in TJX Companies in Q1 2021 and has held it in 7 quarters since.
1,781 funds tracked by Wall St. Rank held TJX Companies as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.