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Clear Creek Financial Management’s BJs Wholesale Club BJ Stock Holding History

Clear Creek Financial Management’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
2022
Q2 		– Sell
-47,668
Closed -$3.22M – 315
2022
Q1 		$3.22M Sell
47,668
-8,445
-15% -$530K 0.51% 52
2021
Q4 		$3.76M Buy
+56,113
New +$3.5M 0.57% 38
2020
Q3 		– Sell
-10,676
Closed -$397K – 101
2020
Q2 		$397K Buy
+10,676
New +$328K 0.1% 140

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clear Creek Financial Management's BJ Position: Q2 2022 in Review

Clear Creek Financial Management sold out of BJs Wholesale Club (BJ) in Q2 2022, closing a stake of 47,668 shares — an estimated $3.22M sold.

Clear Creek Financial Management first reported a position in BJ in Q2 2020 and held it in 3 quarters. The position peaked at $3.76M in Q4 2021. 432 funds tracked by Wall St. Rank hold BJ as of Q2 2022.

  • Clear Creek Financial Management reported no remaining BJs Wholesale Club position as of Q2 2022 after selling out during the quarter.
  • Clear Creek Financial Management sold 47,668 BJs Wholesale Club shares in Q2 2022, an estimated $3.22M.
  • Clear Creek Financial Management first reported a position in BJs Wholesale Club in Q2 2020 and held it in 3 quarters.
  • Clear Creek Financial Management's BJs Wholesale Club position peaked at $3.76M in Q4 2021.
  • 432 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2022.

Based on Clear Creek Financial Management's 13F filing for Q2 2022, filed 27 Jul 2022.