Warther Private Wealth’s TJX Companies TJX Stock Holding History

Warther Private Wealth’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 Q4	–	Sell	-4,196	Closed	-$373K	–	65
2023 Q3	$373K	Sell	4,196 -1,844	-31%	-$162K	0.25%	49
2023 Q2	$512K	Buy	6,040 +323	+6%	+$25.5K	0.35%	48
2023 Q1	$448K	Buy	5,717 +16	+0.3%	+$1.26K	0.34%	48
2022 Q4	$454K	Sell	5,701 -138	-2%	-$10.2K	0.34%	52
2022 Q3	$363K	Sell	5,839 -5,209	-47%	-$327K	0.29%	59
2022 Q2	$619K	Sell	11,048 -5,946	-35%	-$360K	0.45%	61
2022 Q1	$1.03M	Sell	16,994 -221	-1%	-$14.8K	0.67%	43
2021 Q4	$1.3M	Buy	17,215 +214	+1%	+$14.8K	0.97%	27
2021 Q3	$1.13M	Buy	17,001 +12	+0.1%	+$838	1.01%	27
2021 Q2	$1.15M	Buy	+16,989	New	+$1.16M	1.12%	25

Other funds holding TJX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Warther Private Wealth's TJX Position: Q4 2023 in Review

Warther Private Wealth sold out of TJX Companies (TJX) in Q4 2023, closing a stake of 4,196 shares — an estimated $373K sold.

Warther Private Wealth first reported a position in TJX in Q2 2021 and held it in 10 quarters. The position peaked at $1.3M in Q4 2021. 1,960 funds tracked by Wall St. Rank hold TJX as of Q4 2023.

Warther Private Wealth reported no remaining TJX Companies position as of Q4 2023 after selling out during the quarter.
Warther Private Wealth sold 4,196 TJX Companies shares in Q4 2023, an estimated $373K.
Warther Private Wealth first reported a position in TJX Companies in Q2 2021 and held it in 10 quarters.
Warther Private Wealth's TJX Companies position peaked at $1.3M in Q4 2021.
1,960 funds tracked by Wall St. Rank held TJX Companies as of Q4 2023.

Based on Warther Private Wealth's 13F filing for Q4 2023, filed 7 Feb 2024.