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Bell Investment Advisors’s BJ's Restaurants BJRI Stock Holding History

Bell Investment Advisors’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
2023
Q4 		– Sell
-18
Closed -$423 – 1922
2023
Q3 		$423 Hold
18
– – ﹤0.01% 1853
2023
Q2 		$573 Hold
18
– – ﹤0.01% 1774
2023
Q1 		$525 Hold
18
– – ﹤0.01% 1803
2022
Q4 		$475 Buy
+18
New +$526 ﹤0.01% 1868

Other funds holding BJRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bell Investment Advisors's BJRI Position: Q4 2023 in Review

Bell Investment Advisors sold out of BJ's Restaurants (BJRI) in Q4 2023, closing a stake of 18 shares — an estimated $423 sold.

Bell Investment Advisors first reported a position in BJRI in Q4 2022 and held it in 4 quarters. The position peaked at $573 in Q2 2023. 161 funds tracked by Wall St. Rank hold BJRI as of Q4 2023.

  • Bell Investment Advisors reported no remaining BJ's Restaurants position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 18 BJ's Restaurants shares in Q4 2023, an estimated $423.
  • Bell Investment Advisors first reported a position in BJ's Restaurants in Q4 2022 and held it in 4 quarters.
  • Bell Investment Advisors's BJ's Restaurants position peaked at $573 in Q2 2023.
  • 161 funds tracked by Wall St. Rank held BJ's Restaurants as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.