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SVA Wealth Management’s TJX Companies TJX Stock Holding History

SVA 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
2020
Q4 		$2.59M Sell
37,982
-1,696
-4% -$103K 0.23% 81
2020
Q3 		$2.21M Sell
39,678
-5,179
-12% -$279K 0.22% 87
2020
Q2 		$2.27M Sell
44,857
-810
-2% -$40.7K 0.24% 81
2020
Q1 		$2.18M Sell
45,667
-762
-2% -$43.9K 0.25% 73
2019
Q4 		$2.83M Buy
46,429
+2,126
+5% +$126K 0.26% 78
2019
Q3 		$2.47M Sell
44,303
-1,342
-3% -$73.1K 0.24% 82
2019
Q2 		$2.41M Sell
45,645
-18,742
-29% -$996K 0.24% 82
2019
Q1 		$3.43M Sell
64,387
-1,398
-2% -$69.7K 0.33% 70
2018
Q4 		$2.94M Buy
65,785
+6,861
+12% +$347K 0.33% 72
2018
Q3 		$3.3M Buy
58,924
+13,818
+31% +$710K 0.34% 66
2018
Q2 		$2.15M Sell
45,106
-7,034
-13% -$309K 0.23% 89
2018
Q1 		$1.92M Buy
52,140
+3,198
+7% +$126K 0.24% 94
2017
Q4 		$1.87M Sell
48,942
-3,198
-6% -$116K 0.22% 97
2017
Q3 		$1.92M Sell
52,140
-442
-0.8% -$15.7K 0.24% 94
2017
Q2 		$1.9M Buy
52,582
+1,536
+3% +$57.9K 0.25% 90
2017
Q1 		$2.02M Buy
51,046
+2,436
+5% +$93.9K 0.27% 83
2016
Q4 		$1.83M Buy
48,610
+2,752
+6% +$104K 0.27% 86
2016
Q3 		$1.72M Buy
45,858
+786
+2% +$30.8K 0.27% 88
2016
Q2 		$1.74M Buy
45,072
+328
+0.7% +$12.5K 0.28% 88
2016
Q1 		$1.75M Sell
44,744
-18,864
-30% -$685K 0.29% 83
2015
Q4 		$2.25M Buy
63,608
+6,532
+11% +$233K 0.39% 79
2015
Q3 		$2.04M Buy
57,076
+4,180
+8% +$147K 0.38% 77
2015
Q2 		$1.75M Buy
52,896
+30,184
+133% +$1M 0.32% 86
2015
Q1 		$795K Buy
+22,712
New +$773K 0.15% 133

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SVA Wealth Management's TJX Position: Q4 2020 in Review

SVA Wealth Management reduced its TJX Companies (TJX) stake by 4.3% in Q4 2020, selling an estimated $103K and leaving 37,982 shares worth $2.59M. The position accounts for 0.23% of the portfolio, ranked #81.

SVA Wealth Management first reported a position in TJX in Q1 2015 and has held it in 24 quarters since. The position peaked at $3.43M in Q1 2019. 1,593 funds tracked by Wall St. Rank hold TJX as of Q4 2020.

  • SVA Wealth Management held 37,982 shares of TJX Companies worth $2.59M as of Q4 2020.
  • SVA Wealth Management sold 1,696 TJX Companies shares in Q4 2020, an estimated $103K.
  • TJX Companies made up 0.23% of SVA Wealth Management's portfolio in Q4 2020, its #81 holding.
  • SVA Wealth Management first reported a position in TJX Companies in Q1 2015 and has held it in 24 quarters since.
  • SVA Wealth Management's TJX Companies position peaked at $3.43M in Q1 2019.
  • 1,593 funds tracked by Wall St. Rank held TJX Companies as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.