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

Baystate 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
2023
Q2 		– Sell
-71
Closed -$5.4K – 1054
2023
Q1 		$5.4K Hold
71
– – ﹤0.01% 671
2022
Q4 		$5K Buy
+71
New +$5.14K ﹤0.01% 678

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Baystate Wealth Management's BJ Position: Q2 2023 in Review

Baystate Wealth Management sold out of BJs Wholesale Club (BJ) in Q2 2023, closing a stake of 71 shares — an estimated $5.4K sold.

Baystate Wealth Management first reported a position in BJ in Q4 2022 and held it in 2 quarters. The position peaked at $5.4K in Q1 2023. 451 funds tracked by Wall St. Rank hold BJ as of Q2 2023.

  • Baystate Wealth Management reported no remaining BJs Wholesale Club position as of Q2 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 71 BJs Wholesale Club shares in Q2 2023, an estimated $5.4K.
  • Baystate Wealth Management first reported a position in BJs Wholesale Club in Q4 2022 and held it in 2 quarters.
  • Baystate Wealth Management's BJs Wholesale Club position peaked at $5.4K in Q1 2023.
  • 451 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2023.

Based on Baystate Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.