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C.M. Bidwell & Associates’s BJ's Restaurants BJRI Stock Holding History

C.M. Bidwell & Associates’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
-4,066
Closed -$95.4K – 502
2023
Q3 		$95.4K Buy
+4,066
New +$125K 0.07% 241
2020
Q3 		– Sell
-3,145
Closed -$66K – 461
2020
Q2 		$66K Buy
+3,145
New +$62.3K 0.06% 233
2019
Q1 		– Sell
-1,145
Closed -$58K – 400
2018
Q4 		$58K Sell
1,145
-1,670
-59% -$101K 0.06% 234
2018
Q3 		$203K Buy
+2,815
New +$189K 0.19% 136

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

C.M. Bidwell & Associates's BJRI Position: Q4 2023 in Review

C.M. Bidwell & Associates sold out of BJ's Restaurants (BJRI) in Q4 2023, closing a stake of 4,066 shares — an estimated $95.4K sold.

C.M. Bidwell & Associates first reported a position in BJRI in Q3 2018 and held it in 4 quarters. The position peaked at $203K in Q3 2018. 161 funds tracked by Wall St. Rank hold BJRI as of Q4 2023.

  • C.M. Bidwell & Associates reported no remaining BJ's Restaurants position as of Q4 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 4,066 BJ's Restaurants shares in Q4 2023, an estimated $95.4K.
  • C.M. Bidwell & Associates first reported a position in BJ's Restaurants in Q3 2018 and held it in 4 quarters.
  • C.M. Bidwell & Associates's BJ's Restaurants position peaked at $203K in Q3 2018.
  • 161 funds tracked by Wall St. Rank held BJ's Restaurants as of Q4 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.