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FDx Advisors’s BJs Wholesale Club BJ Stock Holding History

FDx Advisors’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
-3,227
Closed -$215K – 382
2023
Q4 		$215K Buy
+3,227
New +$218K 0.02% 635
2020
Q3 		– Sell
-7,505
Closed -$280K – 609
2020
Q2 		$280K Buy
+7,505
New +$230K 0.01% 454

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

FDx Advisors's BJ Position: Q1 2024 in Review

FDx Advisors sold out of BJs Wholesale Club (BJ) in Q1 2024, closing a stake of 3,227 shares — an estimated $215K sold.

FDx Advisors first reported a position in BJ in Q2 2020 and held it in 2 quarters. The position peaked at $280K in Q2 2020. 482 funds tracked by Wall St. Rank hold BJ as of Q1 2024.

  • FDx Advisors reported no remaining BJs Wholesale Club position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 3,227 BJs Wholesale Club shares in Q1 2024, an estimated $215K.
  • FDx Advisors first reported a position in BJs Wholesale Club in Q2 2020 and held it in 2 quarters.
  • FDx Advisors's BJs Wholesale Club position peaked at $280K in Q2 2020.
  • 482 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.