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Coppell Advisory Solutions’s BJs Wholesale Club BJ Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-17
Closed -$1.52K – 497
2024
Q4 		$1.52K Buy
17
+10
+143% +$904 ﹤0.01% 1586
2024
Q3 		$574 Hold
7
– – ﹤0.01% 1645
2024
Q2 		$615 Buy
+7
New +$567 ﹤0.01% 1571
2023
Q4 		$467 Hold
7
– – ﹤0.01% 1523
2023
Q3 		$463 Hold
7
– – ﹤0.01% 1026
2023
Q2 		$441 Buy
+7
New +$484 ﹤0.01% 1241
2023
Q1 		– Sell
-7
Closed -$463 – 288
2022
Q4 		$463 Buy
+7
New +$507 ﹤0.01% 1029

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Coppell Advisory Solutions's BJ Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of BJs Wholesale Club (BJ) in Q1 2025, closing a stake of 17 shares — an estimated $1.52K sold.

Coppell Advisory Solutions first reported a position in BJ in Q4 2022 and held it in 7 quarters. The position peaked at $1.52K in Q4 2024. 630 funds tracked by Wall St. Rank hold BJ as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining BJs Wholesale Club position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 17 BJs Wholesale Club shares in Q1 2025, an estimated $1.52K.
  • Coppell Advisory Solutions first reported a position in BJs Wholesale Club in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's BJs Wholesale Club position peaked at $1.52K in Q4 2024.
  • 630 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.