West Financial Advisors’s TJX Companies TJX Stock Holding History

West Financial 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
2022 Q4	–	Sell	-900	Closed	-$56K	–	197
2022 Q3	$56K	Hold	900	–	–	0.02%	96
2022 Q2	$50K	Hold	900	–	–	0.01%	99
2022 Q1	$55K	Hold	900	–	–	0.01%	100
2021 Q4	$68K	Hold	900	–	–	0.02%	99
2021 Q3	$59K	Hold	900	–	–	0.02%	94
2021 Q2	$61K	Sell	900 -300	-25%	-$20.5K	0.02%	86
2021 Q1	$79K	Hold	1,200	–	–	0.03%	80
2020 Q4	$82K	Buy	+1,200	New	+$73K	0.03%	79

Other funds holding TJX

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

West Financial Advisors's TJX Position: Q4 2022 in Review

West Financial Advisors sold out of TJX Companies (TJX) in Q4 2022, closing a stake of 900 shares — an estimated $56K sold.

West Financial Advisors first reported a position in TJX in Q4 2020 and held it in 8 quarters. The position peaked at $82K in Q4 2020. 1,781 funds tracked by Wall St. Rank hold TJX as of Q4 2022.

West Financial Advisors reported no remaining TJX Companies position as of Q4 2022 after selling out during the quarter.
West Financial Advisors sold 900 TJX Companies shares in Q4 2022, an estimated $56K.
West Financial Advisors first reported a position in TJX Companies in Q4 2020 and held it in 8 quarters.
West Financial Advisors's TJX Companies position peaked at $82K in Q4 2020.
1,781 funds tracked by Wall St. Rank held TJX Companies as of Q4 2022.

Based on West Financial Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.