Accel Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Accel Wealth Management’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 Q2	–	Sell	-29	Closed	-$2.21K	–	242
2023 Q1	$2.21K	Hold	29	–	–	﹤0.01%	1100
2022 Q4	$1.92K	Hold	29	–	–	﹤0.01%	908
2022 Q3	$2K	Hold	29	–	–	﹤0.01%	921
2022 Q2	$2K	Buy	+29	New	+$1.82K	﹤0.01%	887

Other funds holding BJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Accel Wealth Management's BJ Position: Q2 2023 in Review

Accel Wealth Management sold out of BJs Wholesale Club (BJ) in Q2 2023, closing a stake of 29 shares — an estimated $2.21K sold.

Accel Wealth Management first reported a position in BJ in Q2 2022 and held it in 4 quarters. The position peaked at $2.21K in Q1 2023. 451 funds tracked by Wall St. Rank hold BJ as of Q2 2023.

Accel Wealth Management reported no remaining BJs Wholesale Club position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 29 BJs Wholesale Club shares in Q2 2023, an estimated $2.21K.
Accel Wealth Management first reported a position in BJs Wholesale Club in Q2 2022 and held it in 4 quarters.
Accel Wealth Management's BJs Wholesale Club position peaked at $2.21K in Q1 2023.
451 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.