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Okabena Investment Services’s TJX Companies TJX Stock Holding History

Okabena Investment 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
Q3 		– Sell
-95
Closed -$8.05K – 149
2023
Q2 		$8.05K Buy
+95
New +$7.49K 0.01% 140

Other funds holding TJX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Okabena Investment Services's TJX Position: Q3 2023 in Review

Okabena Investment Services sold out of TJX Companies (TJX) in Q3 2023, closing a stake of 95 shares — an estimated $8.05K sold.

Okabena Investment Services first reported a position in TJX in Q2 2023 and held it in 1 quarter. The position peaked at $8.05K in Q2 2023. 1,834 funds tracked by Wall St. Rank hold TJX as of Q3 2023.

  • Okabena Investment Services reported no remaining TJX Companies position as of Q3 2023 after selling out during the quarter.
  • Okabena Investment Services sold 95 TJX Companies shares in Q3 2023, an estimated $8.05K.
  • Okabena Investment Services first reported a position in TJX Companies in Q2 2023 and held it in 1 quarter.
  • Okabena Investment Services's TJX Companies position peaked at $8.05K in Q2 2023.
  • 1,834 funds tracked by Wall St. Rank held TJX Companies as of Q3 2023.

Based on Okabena Investment Services's 13F filing for Q3 2023, filed 14 Nov 2023.