EW
BJRI icon

Evoke Wealth’s BJ's Restaurants BJRI Stock Holding History

Evoke Wealth’s Portfolio BJRI Stock Details BJRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-7,000
Closed -$206K – 1038
2020
Q3 		$206K Hold
7,000
– – 0.02% 208
2020
Q2 		$147K Buy
+7,000
New +$139K 0.01% 228
2020
Q1 		– Sell
-42
Closed -$1.59K – 1153
2019
Q4 		$1.59K Hold
42
– – ﹤0.01% 1109
2019
Q3 		$1.63K Buy
+42
New +$1.62K ﹤0.01% 1242

Other funds holding BJRI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth's BJRI Position: Q4 2020 in Review

Evoke Wealth sold out of BJ's Restaurants (BJRI) in Q4 2020, closing a stake of 7,000 shares — an estimated $206K sold.

Evoke Wealth first reported a position in BJRI in Q3 2019 and held it in 4 quarters. The position peaked at $206K in Q3 2020. 152 funds tracked by Wall St. Rank hold BJRI as of Q4 2020.

  • Evoke Wealth reported no remaining BJ's Restaurants position as of Q4 2020 after selling out during the quarter.
  • Evoke Wealth sold 7,000 BJ's Restaurants shares in Q4 2020, an estimated $206K.
  • Evoke Wealth first reported a position in BJ's Restaurants in Q3 2019 and held it in 4 quarters.
  • Evoke Wealth's BJ's Restaurants position peaked at $206K in Q3 2020.
  • 152 funds tracked by Wall St. Rank held BJ's Restaurants as of Q4 2020.

Based on Evoke Wealth's 13F filing for Q4 2020, filed 12 Feb 2021.