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Clearstead Advisors’s BJs Wholesale Club BJ Stock Holding History

Clearstead 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
2026
Q1 		$3.94K Sell
40
-470
-92% -$45.3K ﹤0.01% 1776
2025
Q4 		$45.9K Buy
510
+99
+24% +$9.09K ﹤0.01% 1440
2025
Q3 		$38.3K Sell
411
-322
-44% -$32.9K ﹤0.01% 1366
2025
Q2 		$79K Buy
733
+355
+94% +$40.4K ﹤0.01% 1139
2025
Q1 		$43.1K Sell
378
-1,757
-82% -$181K ﹤0.01% 1208
2024
Q4 		$191K Sell
2,135
-27
-1% -$2.44K ﹤0.01% 876
2024
Q3 		$178K Sell
2,162
-88
-4% -$7.44K ﹤0.01% 889
2024
Q2 		$198K Buy
+2,250
New +$182K ﹤0.01% 822
2023
Q4 		– Sell
-142
Closed -$10.1K – 1531
2023
Q3 		$10.1K Buy
+142
New +$9.55K ﹤0.01% 1119

Other funds holding BJ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return