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Laurel Wealth Advisors (California)’s TJX Companies TJX Stock Holding History

Laurel Wealth Advisors (California)’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 		$1.53M Sell
19,166
-68
-0.4% -$5.02K 0.15% 155
2022
Q3 		$1.2M Sell
19,234
-81
-0.4% -$5.09K 0.13% 176
2022
Q2 		$1.08M Buy
19,315
+1,357
+8% +$82.1K 0.11% 202
2022
Q1 		$1.09M Sell
17,958
-245
-1% -$16.4K 0.09% 229
2021
Q4 		$1.38M Buy
18,203
+5,919
+48% +$411K 0.11% 191
2021
Q3 		$810K Sell
12,284
-19
-0.2% -$1.33K 0.15% 166
2021
Q2 		$829K Buy
12,303
+54
+0.4% +$3.68K 0.11% 200
2021
Q1 		$810K Buy
12,249
+5,634
+85% +$377K 0.12% 182
2020
Q4 		$452K Sell
6,615
-65
-1% -$3.95K 0.07% 266
2020
Q3 		$372K Sell
6,680
-3,434
-34% -$185K 0.06% 268
2020
Q2 		$511K Buy
+10,114
New +$508K 0.09% 218
2019
Q4 		– Sell
-4,648
Closed -$259K – 488
2019
Q3 		$259K Buy
+4,648
New +$253K 0.04% 381
2018
Q3 		– Sell
-7,150
Closed -$340K – 448
2018
Q2 		$340K Sell
7,150
-164
-2% -$7.2K 0.09% 236
2018
Q1 		$298K Sell
7,314
-2,130
-23% -$84.2K 0.09% 242
2017
Q4 		$361K Buy
+9,444
New +$342K 0.1% 219
2017
Q2 		– Sell
-5,408
Closed -$213K – 338
2017
Q1 		$213K Sell
5,408
-146
-3% -$5.63K 0.08% 247
2016
Q4 		$208K Buy
+5,554
New +$210K 0.09% 226
2016
Q3 		– Sell
-5,252
Closed -$203K – 292
2016
Q2 		$203K Sell
5,252
-100
-2% -$3.82K 0.1% 235
2016
Q1 		$210K Buy
+5,352
New +$194K 0.11% 230

Other funds holding TJX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Laurel Wealth Advisors (California)'s TJX Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its TJX Companies (TJX) stake by 0.35% in Q4 2022, selling an estimated $5.02K and leaving 19,166 shares worth $1.53M. The position accounts for 0.15% of the portfolio, ranked #155.

Laurel Wealth Advisors (California) first reported a position in TJX in Q1 2016 and has held it in 19 quarters since. 1,782 funds tracked by Wall St. Rank hold TJX as of Q4 2022.

  • Laurel Wealth Advisors (California) held 19,166 shares of TJX Companies worth $1.53M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 68 TJX Companies shares in Q4 2022, an estimated $5.02K.
  • TJX Companies made up 0.15% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #155 holding.
  • Laurel Wealth Advisors (California) first reported a position in TJX Companies in Q1 2016 and has held it in 19 quarters since.
  • 1,782 funds tracked by Wall St. Rank held TJX Companies as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.