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Almanack Investment Partners’s BJs Wholesale Club BJ Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-16
Closed -$1K – 292
2022
Q3 		$1K Buy
+16
New +$1.15K ﹤0.01% 775

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Almanack Investment Partners's BJ Position: Q4 2022 in Review

Almanack Investment Partners sold out of BJs Wholesale Club (BJ) in Q4 2022, closing a stake of 16 shares — an estimated $1K sold.

Almanack Investment Partners first reported a position in BJ in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 499 funds tracked by Wall St. Rank hold BJ as of Q4 2022.

  • Almanack Investment Partners reported no remaining BJs Wholesale Club position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 16 BJs Wholesale Club shares in Q4 2022, an estimated $1K.
  • Almanack Investment Partners first reported a position in BJs Wholesale Club in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's BJs Wholesale Club position peaked at $1K in Q3 2022.
  • 499 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.