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Avior Wealth Management’s BJ's Restaurants BJRI Stock Holding History

Avior Wealth Management’s Portfolio BJRI Stock Details BJRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$144 – 2442
2024
Q1 		$144 Buy
+4
New +$139 ﹤0.01% 3021
2016
Q3 		– Sell
-15
Closed -$1K – 458
2016
Q2 		$1K Hold
15
– – ﹤0.01% 438
2016
Q1 		$1K Hold
15
– – ﹤0.01% 460
2015
Q4 		$1K Buy
+15
New +$657 ﹤0.01% 423

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Avior Wealth Management's BJRI Position: Q2 2024 in Review

Avior Wealth Management sold out of BJ's Restaurants (BJRI) in Q2 2024, closing a stake of 4 shares — an estimated $144 sold.

Avior Wealth Management first reported a position in BJRI in Q4 2015 and held it in 4 quarters. The position peaked at $1K in Q2 2016. 167 funds tracked by Wall St. Rank hold BJRI as of Q2 2024.

  • Avior Wealth Management reported no remaining BJ's Restaurants position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 BJ's Restaurants shares in Q2 2024, an estimated $144.
  • Avior Wealth Management first reported a position in BJ's Restaurants in Q4 2015 and held it in 4 quarters.
  • Avior Wealth Management's BJ's Restaurants position peaked at $1K in Q2 2016.
  • 167 funds tracked by Wall St. Rank held BJ's Restaurants as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.