LWM Advisory Services’s TJX Companies TJX Stock Holding History

LWM Advisory Services’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	-1,590	Closed	-$141K	–	144
2023 Q3	$141K	Buy	+1,590	New	+$140K	0.15%	77
2022 Q4	–	Sell	-5,991	Closed	-$389K	–	121
2022 Q3	$389K	Buy	5,991 +91	+2%	+$5.72K	0.44%	69
2022 Q2	$332K	Sell	5,900 -3,133	-35%	-$190K	0.4%	76
2022 Q1	$549K	Buy	9,033 +1,056	+13%	+$70.7K	0.68%	41
2021 Q4	$606K	Buy	+7,977	New	+$553K	0.75%	37

Other funds holding TJX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LWM Advisory Services's TJX Position: Q4 2023 in Review

LWM Advisory Services sold out of TJX Companies (TJX) in Q4 2023, closing a stake of 1,590 shares — an estimated $141K sold.

LWM Advisory Services first reported a position in TJX in Q4 2021 and held it in 5 quarters. The position peaked at $606K in Q4 2021. 1,960 funds tracked by Wall St. Rank hold TJX as of Q4 2023.

LWM Advisory Services reported no remaining TJX Companies position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 1,590 TJX Companies shares in Q4 2023, an estimated $141K.
LWM Advisory Services first reported a position in TJX Companies in Q4 2021 and held it in 5 quarters.
LWM Advisory Services's TJX Companies position peaked at $606K in Q4 2021.
1,960 funds tracked by Wall St. Rank held TJX Companies as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.