AG
BJ icon

Advisor Group’s BJs Wholesale Club BJ Stock Holding History

Advisor Group’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
2019
Q4 		$175K Buy
7,657
+1,396
+22% +$34.5K ﹤0.01% 2502
2019
Q3 		$161K Buy
6,261
+4,048
+183% +$101K ﹤0.01% 2492
2019
Q2 		$58K Sell
2,213
-73
-3% -$1.94K ﹤0.01% 3251
2019
Q1 		$62K Buy
2,286
+94
+4% +$2.4K ﹤0.01% 3232
2018
Q4 		$49K Sell
2,192
-12,863
-85% -$296K ﹤0.01% 3192
2018
Q3 		$404K Buy
+15,055
New +$403K ﹤0.01% 1627

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Advisor Group's BJ Position: Q4 2019 in Review

Advisor Group increased its BJs Wholesale Club (BJ) stake by 22% in Q4 2019, buying an estimated $34.5K and bringing the position to 7,657 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #2502.

Advisor Group first reported a position in BJ in Q3 2018 and has held it in 6 quarters since. The position peaked at $404K in Q3 2018. 223 funds tracked by Wall St. Rank hold BJ as of Q4 2019.

  • Advisor Group held 7,657 shares of BJs Wholesale Club worth $175K as of Q4 2019.
  • Advisor Group bought 1,396 BJs Wholesale Club shares in Q4 2019, an estimated $34.5K.
  • BJs Wholesale Club made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2502 holding.
  • Advisor Group first reported a position in BJs Wholesale Club in Q3 2018 and has held it in 6 quarters since.
  • Advisor Group's BJs Wholesale Club position peaked at $404K in Q3 2018.
  • 223 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.