Level Financial Advisors’s TJX Companies TJX Stock Holding History

Level Financial 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
2023 Q1	–	Sell	-175	Closed	-$14K	–	290
2022 Q4	$14K	Buy	175 +8	+5%	+$591	0.01%	148
2022 Q3	$10K	Sell	167 -10	-6%	-$628	0.01%	173
2022 Q2	$10K	Buy	177 +10	+6%	+$605	0.01%	187
2022 Q1	$10K	Hold	167	–	–	0.01%	154
2021 Q4	$13K	Buy	+167	New	+$11.6K	0.01%	162

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Level Financial Advisors's TJX Position: Q1 2023 in Review

Level Financial Advisors sold out of TJX Companies (TJX) in Q1 2023, closing a stake of 175 shares — an estimated $14K sold.

Level Financial Advisors first reported a position in TJX in Q4 2021 and held it in 5 quarters. The position peaked at $14K in Q4 2022. 1,770 funds tracked by Wall St. Rank hold TJX as of Q1 2023.

Level Financial Advisors reported no remaining TJX Companies position as of Q1 2023 after selling out during the quarter.
Level Financial Advisors sold 175 TJX Companies shares in Q1 2023, an estimated $14K.
Level Financial Advisors first reported a position in TJX Companies in Q4 2021 and held it in 5 quarters.
Level Financial Advisors's TJX Companies position peaked at $14K in Q4 2022.
1,770 funds tracked by Wall St. Rank held TJX Companies as of Q1 2023.

Based on Level Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.