AWE
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Avidian Wealth Enterprises’s BJs Wholesale Club BJ Stock Holding History

Avidian Wealth Enterprises’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
2020
Q2 		– Sell
-12,916
Closed -$329K – 264
2020
Q1 		$329K Buy
+12,916
New +$290K 0.05% 138
2019
Q4 		– Sell
-16,468
Closed -$426K – 230
2019
Q3 		$426K Sell
16,468
-4,043
-20% -$101K 0.07% 112
2019
Q2 		$541K Buy
+20,511
New +$546K 0.13% 66

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avidian Wealth Enterprises's BJ Position: Q2 2020 in Review

Avidian Wealth Enterprises sold out of BJs Wholesale Club (BJ) in Q2 2020, closing a stake of 12,916 shares — an estimated $329K sold.

Avidian Wealth Enterprises first reported a position in BJ in Q2 2019 and held it in 3 quarters. The position peaked at $541K in Q2 2019. 287 funds tracked by Wall St. Rank hold BJ as of Q2 2020.

  • Avidian Wealth Enterprises reported no remaining BJs Wholesale Club position as of Q2 2020 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 12,916 BJs Wholesale Club shares in Q2 2020, an estimated $329K.
  • Avidian Wealth Enterprises first reported a position in BJs Wholesale Club in Q2 2019 and held it in 3 quarters.
  • Avidian Wealth Enterprises's BJs Wholesale Club position peaked at $541K in Q2 2019.
  • 287 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2020.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2020, filed 10 Aug 2020.