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Pacific Capital Wealth Advisors’s TJX Companies TJX Stock Holding History

Pacific Capital Wealth 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
2025
Q1 		– Sell
-620
Closed -$74.9K – 344
2024
Q4 		$74.9K Sell
620
-159
-20% -$19K 0.01% 123
2024
Q3 		$91.6K Buy
779
+24
+3% +$2.75K 0.02% 113
2024
Q2 		$83.1K Buy
755
+61
+9% +$6.14K 0.02% 116
2024
Q1 		$70.4K Buy
694
+74
+12% +$7.17K 0.02% 110
2023
Q4 		$58.2K Buy
+620
New +$55.6K 0.01% 122

Other funds holding TJX

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

Pacific Capital Wealth Advisors's TJX Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of TJX Companies (TJX) in Q1 2025, closing a stake of 620 shares — an estimated $74.9K sold.

Pacific Capital Wealth Advisors first reported a position in TJX in Q4 2023 and held it in 5 quarters. The position peaked at $91.6K in Q3 2024. 2,337 funds tracked by Wall St. Rank hold TJX as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining TJX Companies position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 620 TJX Companies shares in Q1 2025, an estimated $74.9K.
  • Pacific Capital Wealth Advisors first reported a position in TJX Companies in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's TJX Companies position peaked at $91.6K in Q3 2024.
  • 2,337 funds tracked by Wall St. Rank held TJX Companies as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.