AWM
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Accurate Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Accurate 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
Q1 		– Sell
-933
Closed -$62.5K – 376
2022
Q4 		$62.5K Buy
+933
New +$67.6K 0.02% 407

Other funds holding BJ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Accurate Wealth Management's BJ Position: Q1 2023 in Review

Accurate Wealth Management sold out of BJs Wholesale Club (BJ) in Q1 2023, closing a stake of 933 shares — an estimated $62.5K sold.

Accurate Wealth Management first reported a position in BJ in Q4 2022 and held it in 1 quarter. The position peaked at $62.5K in Q4 2022. 514 funds tracked by Wall St. Rank hold BJ as of Q1 2023.

  • Accurate Wealth Management reported no remaining BJs Wholesale Club position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 933 BJs Wholesale Club shares in Q1 2023, an estimated $62.5K.
  • Accurate Wealth Management first reported a position in BJs Wholesale Club in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's BJs Wholesale Club position peaked at $62.5K in Q4 2022.
  • 514 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.