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IBEX Wealth Advisors’s TJX Companies TJX Stock Holding History

IBEX Wealth Advisors’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
-88
Closed -$9.68K – 253
2024
Q2 		$9.68K Buy
+88
New +$8.86K ﹤0.01% 230
2016
Q4 		– Sell
-18,794
Closed -$703K – 468
2016
Q3 		$703K Buy
+18,794
New +$735K 0.39% 82

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

IBEX Wealth Advisors's TJX Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of TJX Companies (TJX) in Q3 2024, closing a stake of 88 shares — an estimated $9.68K sold.

IBEX Wealth Advisors first reported a position in TJX in Q3 2016 and held it in 2 quarters. The position peaked at $703K in Q3 2016. 2,176 funds tracked by Wall St. Rank hold TJX as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining TJX Companies position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 88 TJX Companies shares in Q3 2024, an estimated $9.68K.
  • IBEX Wealth Advisors first reported a position in TJX Companies in Q3 2016 and held it in 2 quarters.
  • IBEX Wealth Advisors's TJX Companies position peaked at $703K in Q3 2016.
  • 2,176 funds tracked by Wall St. Rank held TJX Companies as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.