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Atria Wealth Solutions’s BJs Wholesale Club BJ Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-4,395
Closed -$501K – 1504
2025
Q1 		$501K Buy
4,395
+1,972
+81% +$203K 0.01% 1203
2024
Q4 		$216K Sell
2,423
-111
-4% -$10K ﹤0.01% 1780
2024
Q3 		$209K Buy
2,534
+59
+2% +$4.99K ﹤0.01% 1762
2024
Q2 		$217K Sell
2,475
-1,611
-39% -$130K ﹤0.01% 1713
2024
Q1 		$309K Sell
4,086
-430
-10% -$30K ﹤0.01% 1537
2023
Q4 		$301K Buy
4,516
+53
+1% +$3.59K ﹤0.01% 1499
2023
Q3 		$319K Sell
4,463
-152
-3% -$10.2K ﹤0.01% 1383
2023
Q2 		$291K Sell
4,615
-110
-2% -$7.61K ﹤0.01% 1466
2023
Q1 		$359K Buy
+4,725
New +$343K 0.01% 1318

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's BJ Position: Q2 2025 in Review

Atria Wealth Solutions sold out of BJs Wholesale Club (BJ) in Q2 2025, closing a stake of 4,395 shares — an estimated $501K sold.

Atria Wealth Solutions first reported a position in BJ in Q1 2023 and held it in 9 quarters. The position peaked at $501K in Q1 2025. 645 funds tracked by Wall St. Rank hold BJ as of Q2 2025.

  • Atria Wealth Solutions reported no remaining BJs Wholesale Club position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,395 BJs Wholesale Club shares in Q2 2025, an estimated $501K.
  • Atria Wealth Solutions first reported a position in BJs Wholesale Club in Q1 2023 and held it in 9 quarters.
  • Atria Wealth Solutions's BJs Wholesale Club position peaked at $501K in Q1 2025.
  • 645 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.