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WR Wealth Planners’s TJX Companies TJX Stock Holding History

WR Wealth Planners’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
2024
Q4 		$77.9K Buy
645
+76
+13% +$9.07K 0.03% 266
2024
Q3 		$66.9K Buy
569
+182
+47% +$20.9K 0.02% 298
2024
Q2 		$42.6K Buy
387
+77
+25% +$7.76K 0.01% 346
2024
Q1 		$31.4K Buy
+310
New +$30.1K 0.01% 391
2023
Q4 		– Sell
-389
Closed -$34.6K – 793
2023
Q3 		$34.6K Hold
389
– – 0.01% 367
2023
Q2 		$33K Sell
389
-1,424
-79% -$112K 0.01% 372
2023
Q1 		$142K Buy
+1,813
New +$143K 0.06% 192

Other funds holding TJX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WR Wealth Planners's TJX Position: Q4 2024 in Review

WR Wealth Planners increased its TJX Companies (TJX) stake by 13% in Q4 2024, buying an estimated $9.07K and bringing the position to 645 shares worth $77.9K. The position accounts for 0.03% of the portfolio, ranked #266.

WR Wealth Planners first reported a position in TJX in Q1 2023 and has held it in 7 quarters since. The position peaked at $142K in Q1 2023. 2,318 funds tracked by Wall St. Rank hold TJX as of Q4 2024.

  • WR Wealth Planners held 645 shares of TJX Companies worth $77.9K as of Q4 2024.
  • WR Wealth Planners bought 76 TJX Companies shares in Q4 2024, an estimated $9.07K.
  • TJX Companies made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #266 holding.
  • WR Wealth Planners first reported a position in TJX Companies in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's TJX Companies position peaked at $142K in Q1 2023.
  • 2,318 funds tracked by Wall St. Rank held TJX Companies as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.