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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return