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DFPG Investments’s BJs Wholesale Club BJ Stock Holding History

DFPG Investments’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
2023
Q4 		$322K Buy
4,904
+278
+6% +$18.8K 0.03% 503
2023
Q3 		$311K Buy
+4,626
New +$311K 0.03% 466

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

DFPG Investments's BJ Position: Q4 2023 in Review

DFPG Investments increased its BJs Wholesale Club (BJ) stake by 6% in Q4 2023, buying an estimated $18.8K and bringing the position to 4,904 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #503.

DFPG Investments first reported a position in BJ in Q3 2023 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold BJ as of Q4 2023.

  • DFPG Investments held 4,904 shares of BJs Wholesale Club worth $322K as of Q4 2023.
  • DFPG Investments bought 278 BJs Wholesale Club shares in Q4 2023, an estimated $18.8K.
  • BJs Wholesale Club made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #503 holding.
  • DFPG Investments first reported a position in BJs Wholesale Club in Q3 2023 and has held it in 2 quarters since.
  • 451 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.