Intelligent Financial Strategies’s TJX Companies TJX Stock Holding History

Intelligent Financial Strategies’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
2023 Q4	–	Sell	-400	Closed	-$35.6K	–	89
2023 Q3	$35.6K	Hold	400	–	–	0.03%	65
2023 Q2	$33.9K	Hold	400	–	–	0.02%	70
2023 Q1	$31.3K	Hold	400	–	–	0.02%	75
2022 Q4	$31.8K	Hold	400	–	–	0.03%	78
2022 Q3	$25K	Hold	400	–	–	0.03%	76
2022 Q2	$22K	Hold	400	–	–	0.02%	81
2022 Q1	$24K	Hold	400	–	–	0.02%	91
2021 Q4	$30K	Buy	+400	New	+$27.7K	0.03%	86

Other funds holding TJX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Intelligent Financial Strategies's TJX Position: Q4 2023 in Review

Intelligent Financial Strategies sold out of TJX Companies (TJX) in Q4 2023, closing a stake of 400 shares — an estimated $35.6K sold.

Intelligent Financial Strategies first reported a position in TJX in Q4 2021 and held it in 8 quarters. The position peaked at $35.6K in Q3 2023. 1,964 funds tracked by Wall St. Rank hold TJX as of Q4 2023.

Intelligent Financial Strategies reported no remaining TJX Companies position as of Q4 2023 after selling out during the quarter.
Intelligent Financial Strategies sold 400 TJX Companies shares in Q4 2023, an estimated $35.6K.
Intelligent Financial Strategies first reported a position in TJX Companies in Q4 2021 and held it in 8 quarters.
Intelligent Financial Strategies's TJX Companies position peaked at $35.6K in Q3 2023.
1,964 funds tracked by Wall St. Rank held TJX Companies as of Q4 2023.

Based on Intelligent Financial Strategies's 13F filing for Q4 2023, filed 9 Feb 2024.