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AAFMAA Wealth Management & Trust’s BJs Wholesale Club BJ Stock Holding History

AAFMAA Wealth Management & Trust’s Portfolio BJ Stock Details BJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-25,301
Closed -$1.81M – 56
2023
Q3 		$1.81M Buy
25,301
+1,429
+6% +$96.1K 1.68% 30
2023
Q2 		$1.5M Buy
23,872
+4,757
+25% +$329K 1.24% 33
2023
Q1 		$1.45M Buy
19,115
+753
+4% +$54.7K 1.17% 33
2022
Q4 		$1.21M Buy
+18,362
New +$1.33M 1.1% 35

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AAFMAA Wealth Management & Trust's BJ Position: Q4 2023 in Review

AAFMAA Wealth Management & Trust sold out of BJs Wholesale Club (BJ) in Q4 2023, closing a stake of 25,301 shares — an estimated $1.81M sold.

AAFMAA Wealth Management & Trust first reported a position in BJ in Q4 2022 and held it in 4 quarters. The position peaked at $1.81M in Q3 2023. 451 funds tracked by Wall St. Rank hold BJ as of Q4 2023.

  • AAFMAA Wealth Management & Trust reported no remaining BJs Wholesale Club position as of Q4 2023 after selling out during the quarter.
  • AAFMAA Wealth Management & Trust sold 25,301 BJs Wholesale Club shares in Q4 2023, an estimated $1.81M.
  • AAFMAA Wealth Management & Trust first reported a position in BJs Wholesale Club in Q4 2022 and held it in 4 quarters.
  • AAFMAA Wealth Management & Trust's BJs Wholesale Club position peaked at $1.81M in Q3 2023.
  • 451 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2023.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q4 2023, filed 12 Feb 2024.