Polaris Wealth Advisory Group’s TJX Companies TJX Stock Holding History

Polaris Wealth Advisory Group’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	$9.5M	Sell	106,910 -6,391	-6%	-$563K	0.72%	50
2023 Q2	$9.61M	Buy	+113,301	New	+$8.94M	0.73%	50
2019 Q2	–	Sell	-404,314	Closed	-$21.5M	–	174
2019 Q1	$21.5M	Buy	404,314 +12,598	+3%	+$628K	1.62%	31
2018 Q4	$17.5M	Buy	391,716 +389,966	+22,284%	+$19.7M	1.65%	30
2018 Q3	$98K	Buy	1,750 +1,590	+994%	+$81.7K	0.01%	195
2018 Q2	$7K	Sell	160 -280	-64%	-$12.3K	﹤0.01%	215
2018 Q1	$18K	Buy	+440	New	+$17.4K	﹤0.01%	305
2015 Q1	–	Sell	-15,180	Closed	-$521K	–	91
2014 Q4	$521K	Buy	+15,180	New	+$484K	0.11%	62

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

Polaris Wealth Advisory Group's TJX Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its TJX Companies (TJX) stake by 5.6% in Q3 2023, selling an estimated $563K and leaving 106,910 shares worth $9.5M. The position accounts for 0.72% of the portfolio, ranked #50.

Polaris Wealth Advisory Group first reported a position in TJX in Q4 2014 and has held it in 8 quarters since. The position peaked at $21.5M in Q1 2019. 1,837 funds tracked by Wall St. Rank hold TJX as of Q3 2023.

Polaris Wealth Advisory Group held 106,910 shares of TJX Companies worth $9.5M as of Q3 2023.
Polaris Wealth Advisory Group sold 6,391 TJX Companies shares in Q3 2023, an estimated $563K.
TJX Companies made up 0.72% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #50 holding.
Polaris Wealth Advisory Group first reported a position in TJX Companies in Q4 2014 and has held it in 8 quarters since.
Polaris Wealth Advisory Group's TJX Companies position peaked at $21.5M in Q1 2019.
1,837 funds tracked by Wall St. Rank held TJX Companies as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.