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Westbourne Investment Advisors’s TJX Companies TJX Stock Holding History

Westbourne Investment 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
2021
Q1 		– Sell
-4,150
Closed -$283K – 90
2020
Q4 		$283K Buy
4,150
+275
+7% +$16.7K 0.17% 66
2020
Q3 		$216K Buy
+3,875
New +$209K 0.25% 46
2018
Q4 		– Sell
-3,100
Closed -$174K – 147
2018
Q3 		$174K Buy
+3,100
New +$159K 0.13% 102
2016
Q3 		– Sell
-3,700
Closed -$143K – 129
2016
Q2 		$143K Buy
+3,700
New +$141K 0.13% 117

Other funds holding TJX

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Westbourne Investment Advisors's TJX Position: Q1 2021 in Review

Westbourne Investment Advisors sold out of TJX Companies (TJX) in Q1 2021, closing a stake of 4,150 shares — an estimated $283K sold.

Westbourne Investment Advisors first reported a position in TJX in Q2 2016 and held it in 4 quarters. The position peaked at $283K in Q4 2020. 1,583 funds tracked by Wall St. Rank hold TJX as of Q1 2021.

  • Westbourne Investment Advisors reported no remaining TJX Companies position as of Q1 2021 after selling out during the quarter.
  • Westbourne Investment Advisors sold 4,150 TJX Companies shares in Q1 2021, an estimated $283K.
  • Westbourne Investment Advisors first reported a position in TJX Companies in Q2 2016 and held it in 4 quarters.
  • Westbourne Investment Advisors's TJX Companies position peaked at $283K in Q4 2020.
  • 1,583 funds tracked by Wall St. Rank held TJX Companies as of Q1 2021.

Based on Westbourne Investment Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.