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Wealthspire Advisors (Maryland)’s TJX Companies TJX Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$709K Sell
12,747
-2,905
-19% -$157K 0.03% 220
2020
Q2 		$791K Sell
15,652
-1,174
-7% -$59K 0.06% 190
2020
Q1 		$804K Sell
16,826
-614
-4% -$35.3K 0.07% 167
2019
Q4 		$1.06M Buy
17,440
+1,221
+8% +$72.2K 0.07% 159
2019
Q3 		$904K Buy
16,219
+791
+5% +$43.1K 0.07% 163
2019
Q2 		$816K Sell
15,428
-1,128
-7% -$60K 0.06% 163
2019
Q1 		$881K Sell
16,556
-1,005
-6% -$50.1K 0.07% 151
2018
Q4 		$786K Sell
17,561
-4,149
-19% -$210K 0.07% 147
2018
Q3 		$1.22M Sell
21,710
-262
-1% -$13.5K 0.1% 116
2018
Q2 		$1.05M Sell
21,972
-2,168
-9% -$95.2K 0.09% 126
2018
Q1 		$984K Sell
24,140
-2,480
-9% -$98.1K 0.09% 134
2017
Q4 		$1.02M Buy
26,620
+8,920
+50% +$323K 0.1% 136
2017
Q3 		$653K Sell
17,700
-364
-2% -$13K 0.07% 190
2017
Q2 		$652K Buy
18,064
+1,326
+8% +$50K 0.08% 177
2017
Q1 		$662K Sell
16,738
-3,524
-17% -$136K 0.09% 140
2016
Q4 		$761K Sell
20,262
-432
-2% -$16.3K 0.11% 120
2016
Q3 		$774K Buy
20,694
+100
+0.5% +$3.91K 0.12% 120
2016
Q2 		$795K Buy
20,594
+54
+0.3% +$2.06K 0.13% 115
2016
Q1 		$805K Buy
20,540
+2,676
+15% +$97.1K 0.14% 105
2015
Q4 		$633K Buy
+17,864
New +$636K 0.12% 126

Other funds holding TJX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TJX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its TJX Companies (TJX) stake by 19% in Q3 2020, selling an estimated $157K and leaving 12,747 shares worth $709K. The position accounts for 0.03% of the portfolio, ranked #220.

Wealthspire Advisors (Maryland) first reported a position in TJX in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.22M in Q3 2018. 1,446 funds tracked by Wall St. Rank hold TJX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 12,747 shares of TJX Companies worth $709K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 2,905 TJX Companies shares in Q3 2020, an estimated $157K.
  • TJX Companies made up 0.03% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #220 holding.
  • Wealthspire Advisors (Maryland) first reported a position in TJX Companies in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s TJX Companies position peaked at $1.22M in Q3 2018.
  • 1,446 funds tracked by Wall St. Rank held TJX Companies as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.