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Creative Financial Designs’s BJs Wholesale Club BJ Stock Holding History

Creative Financial Designs’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
2024
Q1 		– Sell
-50
Closed -$3.33K – 1673
2023
Q4 		$3.33K Hold
50
– – ﹤0.01% 1337
2023
Q3 		$3.57K Sell
50
-200
-80% -$13.5K ﹤0.01% 1252
2023
Q2 		$15.8K Sell
250
-492
-66% -$34K ﹤0.01% 904
2023
Q1 		$56.4K Sell
742
-400
-35% -$29.1K 0.01% 570
2022
Q4 		$75.6K Buy
1,142
+865
+312% +$62.7K 0.01% 501
2022
Q3 		$20K Buy
+277
New +$19.9K ﹤0.01% 731
2022
Q1 		– Sell
-167
Closed -$11K – 1254
2021
Q4 		$11K Hold
167
– – ﹤0.01% 877
2021
Q3 		$9K Hold
167
– – ﹤0.01% 1029
2021
Q2 		$8K Buy
+167
New +$7.65K ﹤0.01% 1062
2021
Q1 		– Sell
-230
Closed -$9K – 1302
2020
Q4 		$9K Sell
230
-680
-75% -$27.2K ﹤0.01% 880
2020
Q3 		$38K Buy
+910
New +$37.6K 0.01% 520

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Creative Financial Designs's BJ Position: Q1 2024 in Review

Creative Financial Designs sold out of BJs Wholesale Club (BJ) in Q1 2024, closing a stake of 50 shares — an estimated $3.33K sold.

Creative Financial Designs first reported a position in BJ in Q3 2020 and held it in 11 quarters. The position peaked at $75.6K in Q4 2022. 482 funds tracked by Wall St. Rank hold BJ as of Q1 2024.

  • Creative Financial Designs reported no remaining BJs Wholesale Club position as of Q1 2024 after selling out during the quarter.
  • Creative Financial Designs sold 50 BJs Wholesale Club shares in Q1 2024, an estimated $3.33K.
  • Creative Financial Designs first reported a position in BJs Wholesale Club in Q3 2020 and held it in 11 quarters.
  • Creative Financial Designs's BJs Wholesale Club position peaked at $75.6K in Q4 2022.
  • 482 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2024.

Based on Creative Financial Designs's 13F filing for Q1 2024, filed 1 May 2024.