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Executive Wealth Management’s BJ's Restaurants BJRI Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-67
Closed -$3K – 200
2019
Q2 		$3K Sell
67
-34
-34% -$1.56K ﹤0.01% 762
2019
Q1 		$5K Hold
101
– – ﹤0.01% 636
2018
Q4 		$5K Buy
+101
New +$6.09K ﹤0.01% 660

Other funds holding BJRI

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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Executive Wealth Management's BJRI Position: Q3 2019 in Review

Executive Wealth Management sold out of BJ's Restaurants (BJRI) in Q3 2019, closing a stake of 67 shares — an estimated $3K sold.

Executive Wealth Management first reported a position in BJRI in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q1 2019. 183 funds tracked by Wall St. Rank hold BJRI as of Q3 2019.

  • Executive Wealth Management reported no remaining BJ's Restaurants position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 67 BJ's Restaurants shares in Q3 2019, an estimated $3K.
  • Executive Wealth Management first reported a position in BJ's Restaurants in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's BJ's Restaurants position peaked at $5K in Q1 2019.
  • 183 funds tracked by Wall St. Rank held BJ's Restaurants as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.