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Milestone Investment Advisors’s TJX Companies TJX Stock Holding History

Milestone Investment 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
Q4 		– Sell
-3,591
Closed -$319K – 409
2023
Q3 		$319K Buy
+3,591
New +$316K 0.09% 79
2023
Q2 		– Sell
-3,591
Closed -$281K – 406
2023
Q1 		$281K Buy
+3,591
New +$283K 0.09% 83

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Milestone Investment Advisors's TJX Position: Q4 2023 in Review

Milestone Investment Advisors sold out of TJX Companies (TJX) in Q4 2023, closing a stake of 3,591 shares — an estimated $319K sold.

Milestone Investment Advisors first reported a position in TJX in Q1 2023 and held it in 2 quarters. The position peaked at $319K in Q3 2023. 1,964 funds tracked by Wall St. Rank hold TJX as of Q4 2023.

  • Milestone Investment Advisors reported no remaining TJX Companies position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 3,591 TJX Companies shares in Q4 2023, an estimated $319K.
  • Milestone Investment Advisors first reported a position in TJX Companies in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's TJX Companies position peaked at $319K in Q3 2023.
  • 1,964 funds tracked by Wall St. Rank held TJX Companies as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.