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Carroll Financial Associates’s BJs Wholesale Club BJ Stock Holding History

Carroll Financial Associates’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
Q4 		– Sell
-38
Closed -$2.37K – 1634
2021
Q3 		$2K Buy
+38
New +$2.03K ﹤0.01% 1528

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Allspring Global Investments
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lord, Abbett & Co
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Carroll Financial Associates's BJ Position: Q4 2021 in Review

Carroll Financial Associates sold out of BJs Wholesale Club (BJ) in Q4 2021, closing a stake of 38 shares — an estimated $2.37K sold.

Carroll Financial Associates first reported a position in BJ in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 380 funds tracked by Wall St. Rank hold BJ as of Q4 2021.

  • Carroll Financial Associates reported no remaining BJs Wholesale Club position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 38 BJs Wholesale Club shares in Q4 2021, an estimated $2.37K.
  • Carroll Financial Associates first reported a position in BJs Wholesale Club in Q3 2021 and held it in 1 quarter.
  • Carroll Financial Associates's BJs Wholesale Club position peaked at $2K in Q3 2021.
  • 380 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.