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Atria Investments’s BJs Wholesale Club BJ Stock Holding History

Atria Investments’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
2026
Q1 		$2.78M Sell
28,282
-1,605
-5% -$155K 0.03% 557
2025
Q4 		$2.69M Sell
29,887
-1,028
-3% -$94.4K 0.03% 604
2025
Q3 		$2.88M Sell
30,915
-8,886
-22% -$908K 0.03% 581
2025
Q2 		$4.29M Sell
39,801
-3,417
-8% -$389K 0.05% 427
2025
Q1 		$4.93M Buy
43,218
+8,144
+23% +$839K 0.06% 378
2024
Q4 		$3.13M Sell
35,074
-297
-0.8% -$26.8K 0.04% 513
2024
Q3 		$2.92M Buy
35,371
+1,022
+3% +$86.5K 0.04% 543
2024
Q2 		$3.02M Buy
+34,349
New +$2.78M 0.04% 497

Other funds holding BJ

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return