BDO Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History

BDO Wealth Advisors’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
2021 Q1	–	Sell	-50	Closed	-$2K	–	1162
2020 Q4	$2K	Buy	+50	New	+$2K	﹤0.01%	753

Other funds holding BJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BDO Wealth Advisors's BJ Position: Q1 2021 in Review

BDO Wealth Advisors sold out of BJs Wholesale Club (BJ) in Q1 2021, closing a stake of 50 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in BJ in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 304 funds tracked by Wall St. Rank hold BJ as of Q1 2021.

BDO Wealth Advisors reported no remaining BJs Wholesale Club position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 50 BJs Wholesale Club shares in Q1 2021, an estimated $2K.
BDO Wealth Advisors first reported a position in BJs Wholesale Club in Q4 2020 and held it in 1 quarter.
BDO Wealth Advisors's BJs Wholesale Club position peaked at $2K in Q4 2020.
304 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.