Naviter Wealth’s TJX Companies TJX Stock Holding History

Naviter Wealth’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	-8,743	Closed	-$711K	–	220
2022 Q4	$711K	Buy	8,743 +561	+7%	+$41.4K	0.2%	118
2022 Q3	$508K	Buy	8,182 +439	+6%	+$27.6K	0.21%	119
2022 Q2	$432K	Buy	+7,743	New	+$469K	0.18%	133

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 $3.37T AUM 44.26% 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

Naviter Wealth's TJX Position: Q1 2023 in Review

Naviter Wealth sold out of TJX Companies (TJX) in Q1 2023, closing a stake of 8,743 shares — an estimated $711K sold.

Naviter Wealth first reported a position in TJX in Q2 2022 and held it in 3 quarters. The position peaked at $711K in Q4 2022. 1,770 funds tracked by Wall St. Rank hold TJX as of Q1 2023.

Naviter Wealth reported no remaining TJX Companies position as of Q1 2023 after selling out during the quarter.
Naviter Wealth sold 8,743 TJX Companies shares in Q1 2023, an estimated $711K.
Naviter Wealth first reported a position in TJX Companies in Q2 2022 and held it in 3 quarters.
Naviter Wealth's TJX Companies position peaked at $711K in Q4 2022.
1,770 funds tracked by Wall St. Rank held TJX Companies as of Q1 2023.

Based on Naviter Wealth's 13F filing for Q1 2023, filed 12 Apr 2023.