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AE Wealth Management’s BJ's Restaurants BJRI Stock Holding History

AE Wealth Management’s Portfolio BJRI Stock Details BJRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-12,330
Closed -$606K – 1632
2021
Q2 		$606K Buy
+12,330
New +$682K 0.01% 1069

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CRM
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Dimensional Fund Advisors
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State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GIP
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AE Wealth Management's BJRI Position: Q3 2021 in Review

AE Wealth Management sold out of BJ's Restaurants (BJRI) in Q3 2021, closing a stake of 12,330 shares — an estimated $606K sold.

AE Wealth Management first reported a position in BJRI in Q2 2021 and held it in 1 quarter. The position peaked at $606K in Q2 2021. 154 funds tracked by Wall St. Rank hold BJRI as of Q3 2021.

  • AE Wealth Management reported no remaining BJ's Restaurants position as of Q3 2021 after selling out during the quarter.
  • AE Wealth Management sold 12,330 BJ's Restaurants shares in Q3 2021, an estimated $606K.
  • AE Wealth Management first reported a position in BJ's Restaurants in Q2 2021 and held it in 1 quarter.
  • AE Wealth Management's BJ's Restaurants position peaked at $606K in Q2 2021.
  • 154 funds tracked by Wall St. Rank held BJ's Restaurants as of Q3 2021.

Based on AE Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.