Regal Investment Advisors’s TJX Companies TJX Stock Holding History

Regal 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
2024 Q3	–	Sell	-2,027	Closed	-$223K	–	574
2024 Q2	$223K	Sell	2,027 -73	-3%	-$7.35K	0.01%	522
2024 Q1	$213K	Buy	+2,100	New	+$204K	0.01%	539
2021 Q1	–	Sell	-10,220	Closed	-$698K	–	386
2020 Q4	$698K	Buy	+10,220	New	+$622K	0.08%	225
2020 Q3	–	Sell	-4,461	Closed	-$226K	–	259
2020 Q2	$226K	Buy	+4,461	New	+$224K	0.04%	288
2015 Q4	–	Sell	-1,500	Closed	-$53K	–	813
2015 Q3	$53K	Hold	1,500	–	–	0.01%	422
2015 Q2	$49K	Hold	1,500	–	–	0.01%	420
2015 Q1	$53K	Buy	+1,500	New	+$51.1K	0.01%	421
2014 Q4	–	Sell	-438	Closed	-$13K	–	997
2014 Q3	$13K	Hold	438	–	–	﹤0.01%	644
2014 Q2	$12K	Sell	438 -24	-5%	-$685	﹤0.01%	642
2014 Q1	$14K	Sell	462 -49,904	-99%	-$1.51M	0.01%	588
2013 Q4	$1.6M	Buy	50,366 +6,832	+16%	+$207K	0.92%	27
2013 Q3	$1.23M	Sell	43,534 -3,674	-8%	-$97.8K	0.72%	41
2013 Q2	$1.18M	Buy	+47,208	New	+$1.16M	0.65%	41

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Regal Investment Advisors's TJX Position: Q3 2024 in Review

Regal Investment Advisors sold out of TJX Companies (TJX) in Q3 2024, closing a stake of 2,027 shares — an estimated $223K sold.

Regal Investment Advisors first reported a position in TJX in Q2 2013 and held it in 13 quarters. The position peaked at $1.6M in Q4 2013. 2,177 funds tracked by Wall St. Rank hold TJX as of Q3 2024.

Regal Investment Advisors reported no remaining TJX Companies position as of Q3 2024 after selling out during the quarter.
Regal Investment Advisors sold 2,027 TJX Companies shares in Q3 2024, an estimated $223K.
Regal Investment Advisors first reported a position in TJX Companies in Q2 2013 and held it in 13 quarters.
Regal Investment Advisors's TJX Companies position peaked at $1.6M in Q4 2013.
2,177 funds tracked by Wall St. Rank held TJX Companies as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.