CFM Wealth Partners’s BJs Wholesale Club BJ Stock Holding History

CFM Wealth Partners’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
2020 Q2	–	Sell	-364	Closed	-$9K	–	515
2020 Q1	$9K	Sell	364 -78	-18%	-$1.75K	﹤0.01%	439
2019 Q4	$10K	Buy	+442	New	+$10.9K	﹤0.01%	418

Other funds holding BJ

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

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

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CFM Wealth Partners's BJ Position: Q2 2020 in Review

CFM Wealth Partners sold out of BJs Wholesale Club (BJ) in Q2 2020, closing a stake of 364 shares — an estimated $9K sold.

CFM Wealth Partners first reported a position in BJ in Q4 2019 and held it in 2 quarters. The position peaked at $10K in Q4 2019. 287 funds tracked by Wall St. Rank hold BJ as of Q2 2020.

CFM Wealth Partners reported no remaining BJs Wholesale Club position as of Q2 2020 after selling out during the quarter.
CFM Wealth Partners sold 364 BJs Wholesale Club shares in Q2 2020, an estimated $9K.
CFM Wealth Partners first reported a position in BJs Wholesale Club in Q4 2019 and held it in 2 quarters.
CFM Wealth Partners's BJs Wholesale Club position peaked at $10K in Q4 2019.
287 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2020.

Based on CFM Wealth Partners's 13F filing for Q2 2020, filed 14 Aug 2020.