WealthSource Partners’s TJX Companies TJX Stock Holding History

WealthSource Partners’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	$873K	Buy	9,311 +149	+2%	+$13.4K	0.06%	223
2023 Q3	$814K	Buy	9,162 +48	+0.5%	+$4.23K	0.06%	217
2023 Q2	$773K	Sell	9,114 -1,497	-14%	-$118K	0.05%	232
2023 Q1	$831K	Sell	10,611 -259	-2%	-$20.4K	0.06%	218
2022 Q4	$865K	Buy	10,870 +841	+8%	+$62.1K	0.06%	218
2022 Q3	$623K	Buy	10,029 +1,444	+17%	+$90.7K	0.05%	259
2022 Q2	$479K	Buy	8,585 +293	+4%	+$17.7K	0.04%	311
2022 Q1	$502K	Buy	8,292 +342	+4%	+$22.9K	0.03%	343
2021 Q4	$604K	Buy	7,950 +177	+2%	+$12.3K	0.05%	286
2021 Q3	$513K	Buy	7,773 +620	+9%	+$43.3K	0.04%	288
2021 Q2	$482K	Buy	7,153 +1,893	+36%	+$129K	0.04%	279
2021 Q1	$348K	Buy	5,260 +1,363	+35%	+$91.2K	0.03%	315
2020 Q4	$266K	Buy	3,897 +195	+5%	+$11.9K	0.03%	311
2020 Q3	$206K	Buy	+3,702	New	+$200K	0.03%	330
2020 Q1	–	Sell	-4,841	Closed	-$296K	–	427
2019 Q4	$296K	Sell	4,841 -2,438	-33%	-$144K	0.04%	315
2019 Q3	$406K	Buy	7,279 +1,296	+22%	+$70.6K	0.06%	274
2019 Q2	$316K	Buy	5,983 +1,359	+29%	+$72.2K	0.05%	324
2019 Q1	$246K	Buy	+4,624	New	+$231K	0.06%	293
2017 Q2	–	Sell	-5,198	Closed	-$205K	–	319
2017 Q1	$205K	Buy	+5,198	New	+$200K	0.08%	260

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

WealthSource Partners's TJX Position: Q4 2023 in Review

WealthSource Partners increased its TJX Companies (TJX) stake by 1.6% in Q4 2023, buying an estimated $13.4K and bringing the position to 9,311 shares worth $873K. The position accounts for 0.06% of the portfolio, ranked #223.

WealthSource Partners first reported a position in TJX in Q1 2017 and has held it in 19 quarters since. 1,961 funds tracked by Wall St. Rank hold TJX as of Q4 2023.

WealthSource Partners held 9,311 shares of TJX Companies worth $873K as of Q4 2023.
WealthSource Partners bought 149 TJX Companies shares in Q4 2023, an estimated $13.4K.
TJX Companies made up 0.06% of WealthSource Partners's portfolio in Q4 2023, its #223 holding.
WealthSource Partners first reported a position in TJX Companies in Q1 2017 and has held it in 19 quarters since.
1,961 funds tracked by Wall St. Rank held TJX Companies as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.