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CSat Investment Advisory’s BJs Wholesale Club BJ Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-612
Closed -$25K – 573
2020
Q3 		$25K Buy
612
+66
+12% +$2.73K ﹤0.01% 803
2020
Q2 		$20K Buy
+546
New +$16.8K ﹤0.01% 826

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CSat Investment Advisory's BJ Position: Q4 2020 in Review

CSat Investment Advisory sold out of BJs Wholesale Club (BJ) in Q4 2020, closing a stake of 612 shares — an estimated $25K sold.

CSat Investment Advisory first reported a position in BJ in Q2 2020 and held it in 2 quarters. The position peaked at $25K in Q3 2020. 329 funds tracked by Wall St. Rank hold BJ as of Q4 2020.

  • CSat Investment Advisory reported no remaining BJs Wholesale Club position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 612 BJs Wholesale Club shares in Q4 2020, an estimated $25K.
  • CSat Investment Advisory first reported a position in BJs Wholesale Club in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's BJs Wholesale Club position peaked at $25K in Q3 2020.
  • 329 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.