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Ropes Wealth Advisors’s TJX Companies TJX Stock Holding History

Ropes 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
2023
Q3 		$2.44M Sell
27,402
-541
-2% -$47.6K 0.47% 50
2023
Q2 		$2.37M Buy
27,943
+356
+1% +$28.1K 0.39% 61
2023
Q1 		$2.16M Sell
27,587
-85
-0.3% -$6.69K 0.39% 65
2022
Q4 		$2.2M Buy
27,672
+713
+3% +$52.6K 0.4% 63
2022
Q3 		$1.68M Buy
26,959
+110
+0.4% +$6.91K 0.35% 76
2022
Q2 		$1.5M Hold
26,849
– – 0.31% 82
2022
Q1 		$1.63M Sell
26,849
-1,658
-6% -$111K 0.28% 90
2021
Q4 		$2.16M Sell
28,507
-14,943
-34% -$1.04M 0.38% 68
2021
Q3 		$2.87M Sell
43,450
-1,009
-2% -$70.4K 0.46% 52
2021
Q2 		$3M Buy
44,459
+2,121
+5% +$145K 0.47% 52
2021
Q1 		$3.05M Buy
42,338
+16,149
+62% +$1.08M 0.53% 49
2020
Q4 		$1.79M Buy
26,189
+491
+2% +$29.9K 0.28% 68
2020
Q3 		$1.43M Buy
25,698
+1,036
+4% +$55.8K 0.28% 68
2020
Q2 		$1.25M Sell
24,662
-446
-2% -$22.4K 0.25% 72
2020
Q1 		$1.2M Buy
25,108
+976
+4% +$56.2K 0.3% 63
2019
Q4 		$1.47M Hold
24,132
– – 0.32% 67
2019
Q3 		$1.34M Sell
24,132
-12,000
-33% -$654K 0.29% 72
2019
Q2 		$1.91M Buy
36,132
+11,900
+49% +$633K 0.4% 54
2019
Q1 		$1.29M Hold
24,232
– – 0.34% 72
2018
Q4 		$1.08M Buy
24,232
+550
+2% +$27.8K 0.31% 75
2018
Q3 		$1.33M Buy
23,682
+350
+2% +$18K 0.33% 76
2018
Q2 		$1.11M Sell
23,332
-600
-3% -$26.3K 0.3% 84
2018
Q1 		$976K Sell
23,932
-2,000
-8% -$79.1K 0.27% 94
2017
Q4 		$991K Buy
25,932
+126
+0.5% +$4.57K 0.26% 91
2017
Q3 		$951K Hold
25,806
– – 0.26% 88
2017
Q2 		$931K Buy
25,806
+1,468
+6% +$55.3K 0.26% 83
2017
Q1 		$962K Buy
24,338
+19,150
+369% +$738K 0.28% 80
2016
Q4 		$195K Buy
5,188
+800
+18% +$30.2K 0.06% 203
2016
Q3 		$164K Buy
4,388
+306
+7% +$12K 0.06% 210
2016
Q2 		$158K Buy
4,082
+3,922
+2,451% +$150K 0.06% 199
2016
Q1 		$6K Buy
+160
New +$5.81K ﹤0.01% 350

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

Ropes Wealth Advisors's TJX Position: Q3 2023 in Review

Ropes Wealth Advisors reduced its TJX Companies (TJX) stake by 1.9% in Q3 2023, selling an estimated $47.6K and leaving 27,402 shares worth $2.44M. The position accounts for 0.47% of the portfolio, ranked #50.

Ropes Wealth Advisors first reported a position in TJX in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.05M in Q1 2021. 1,834 funds tracked by Wall St. Rank hold TJX as of Q3 2023.

  • Ropes Wealth Advisors held 27,402 shares of TJX Companies worth $2.44M as of Q3 2023.
  • Ropes Wealth Advisors sold 541 TJX Companies shares in Q3 2023, an estimated $47.6K.
  • TJX Companies made up 0.47% of Ropes Wealth Advisors's portfolio in Q3 2023, its #50 holding.
  • Ropes Wealth Advisors first reported a position in TJX Companies in Q1 2016 and has held it in 31 quarters since.
  • Ropes Wealth Advisors's TJX Companies position peaked at $3.05M in Q1 2021.
  • 1,834 funds tracked by Wall St. Rank held TJX Companies as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.