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Baker Tilly Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-5,919
Closed -$448K – 295
2024
Q1 		$448K Sell
5,919
-283
-5% -$19.7K 0.08% 279
2023
Q4 		$413K Sell
6,202
-149
-2% -$10.1K 0.07% 328
2023
Q3 		$453K Sell
6,351
-63
-1% -$4.24K 0.07% 279
2023
Q2 		$404K Sell
6,414
-53
-0.8% -$3.67K 0.04% 393
2023
Q1 		$492K Buy
+6,467
New +$470K 0.06% 337

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Baker Tilly Wealth Management's BJ Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of BJs Wholesale Club (BJ) in Q2 2024, closing a stake of 5,919 shares — an estimated $448K sold.

Baker Tilly Wealth Management first reported a position in BJ in Q1 2023 and held it in 5 quarters. The position peaked at $492K in Q1 2023. 510 funds tracked by Wall St. Rank hold BJ as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining BJs Wholesale Club position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 5,919 BJs Wholesale Club shares in Q2 2024, an estimated $448K.
  • Baker Tilly Wealth Management first reported a position in BJs Wholesale Club in Q1 2023 and held it in 5 quarters.
  • Baker Tilly Wealth Management's BJs Wholesale Club position peaked at $492K in Q1 2023.
  • 510 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.