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Sendero Wealth Management’s TJX Companies TJX Stock Holding History

Sendero Wealth Management’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
2022
Q3 		– Sell
-5,383
Closed -$301K – 113
2022
Q2 		$301K Sell
5,383
-100
-2% -$6.05K 0.29% 79
2022
Q1 		$332K Buy
5,483
+305
+6% +$20.4K 0.15% 68
2021
Q4 		$393K Buy
+5,178
New +$359K 0.17% 68

Other funds holding TJX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sendero Wealth Management's TJX Position: Q3 2022 in Review

Sendero Wealth Management sold out of TJX Companies (TJX) in Q3 2022, closing a stake of 5,383 shares — an estimated $301K sold.

Sendero Wealth Management first reported a position in TJX in Q4 2021 and held it in 3 quarters. The position peaked at $393K in Q4 2021. 1,594 funds tracked by Wall St. Rank hold TJX as of Q3 2022.

  • Sendero Wealth Management reported no remaining TJX Companies position as of Q3 2022 after selling out during the quarter.
  • Sendero Wealth Management sold 5,383 TJX Companies shares in Q3 2022, an estimated $301K.
  • Sendero Wealth Management first reported a position in TJX Companies in Q4 2021 and held it in 3 quarters.
  • Sendero Wealth Management's TJX Companies position peaked at $393K in Q4 2021.
  • 1,594 funds tracked by Wall St. Rank held TJX Companies as of Q3 2022.

Based on Sendero Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.