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Avior Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-1,168
Closed -$104K – 912
2024
Q4 		$104K Buy
1,168
+703
+151% +$63.5K ﹤0.01% 885
2024
Q3 		$38.4K Sell
465
-1
-0.2% -$85 ﹤0.01% 1210
2024
Q2 		$40.9K Buy
466
+166
+55% +$13.4K ﹤0.01% 1168
2024
Q1 		$22.7K Buy
300
+216
+257% +$15.1K ﹤0.01% 1546
2023
Q4 		$5.6K Sell
84
-8
-9% -$541 ﹤0.01% 1115
2023
Q3 		$6.57K Hold
92
– – ﹤0.01% 1114
2023
Q2 		$5.8K Hold
92
– – ﹤0.01% 1132
2023
Q1 		$7K Buy
+92
New +$6.68K ﹤0.01% 1116

Other funds holding BJ

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Avior Wealth Management's BJ Position: Q1 2025 in Review

Avior Wealth Management sold out of BJs Wholesale Club (BJ) in Q1 2025, closing a stake of 1,168 shares — an estimated $104K sold.

Avior Wealth Management first reported a position in BJ in Q1 2023 and held it in 8 quarters. The position peaked at $104K in Q4 2024. 630 funds tracked by Wall St. Rank hold BJ as of Q1 2025.

  • Avior Wealth Management reported no remaining BJs Wholesale Club position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,168 BJs Wholesale Club shares in Q1 2025, an estimated $104K.
  • Avior Wealth Management first reported a position in BJs Wholesale Club in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's BJs Wholesale Club position peaked at $104K in Q4 2024.
  • 630 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.