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Berman Capital Advisors’s BJs Wholesale Club BJ Stock Holding History

Berman Capital 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
Q3 		$3K Hold
66
– – ﹤0.01% 1561
2021
Q2 		$3K Buy
66
+15
+29% +$687 ﹤0.01% 1459
2021
Q1 		$2K Hold
51
– – ﹤0.01% 1478
2020
Q4 		$1K Buy
51
+30
+143% +$1.2K ﹤0.01% 1502
2020
Q3 		$0 Buy
+21
New +$868 ﹤0.01% 1598
2020
Q1 		– Sell
-39
Closed – – 1470
2019
Q4 		$0 Hold
39
– – ﹤0.01% 1462
2019
Q3 		$1K Buy
+39
New +$971 ﹤0.01% 1285

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berman Capital Advisors's BJ Position: Q3 2021 in Review

Berman Capital Advisors held its BJs Wholesale Club (BJ) position steady in Q3 2021 at 66 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Berman Capital Advisors first reported a position in BJ in Q3 2019 and has held it in 7 quarters since. 323 funds tracked by Wall St. Rank hold BJ as of Q3 2021.

  • Berman Capital Advisors held 66 shares of BJs Wholesale Club worth $3K as of Q3 2021.
  • Berman Capital Advisors left its BJs Wholesale Club share count unchanged in Q3 2021.
  • BJs Wholesale Club made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1561 holding.
  • Berman Capital Advisors first reported a position in BJs Wholesale Club in Q3 2019 and has held it in 7 quarters since.
  • 323 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.