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Avantax Advisory Services’s BJs Wholesale Club BJ Stock Holding History

Avantax Advisory Services’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 		$1.04M Buy
9,643
+1,178
+14% +$134K 0.01% 1149
2025
Q1 		$966K Sell
8,465
-407
-5% -$41.9K 0.01% 1105
2024
Q4 		$793K Sell
8,872
-955
-10% -$86.3K 0.01% 1161
2024
Q3 		$811K Sell
9,827
-34
-0.3% -$2.88K 0.01% 1131
2024
Q2 		$866K Buy
+9,861
New +$799K 0.01% 1061

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's BJ Position: Q2 2025 in Review

Avantax Advisory Services increased its BJs Wholesale Club (BJ) stake by 14% in Q2 2025, buying an estimated $134K and bringing the position to 9,643 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1149.

Avantax Advisory Services first reported a position in BJ in Q2 2024 and has held it in 5 quarters since. 645 funds tracked by Wall St. Rank hold BJ as of Q2 2025.

  • Avantax Advisory Services held 9,643 shares of BJs Wholesale Club worth $1.04M as of Q2 2025.
  • Avantax Advisory Services bought 1,178 BJs Wholesale Club shares in Q2 2025, an estimated $134K.
  • BJs Wholesale Club made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1149 holding.
  • Avantax Advisory Services first reported a position in BJs Wholesale Club in Q2 2024 and has held it in 5 quarters since.
  • 645 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.