FinTrust Capital Advisors’s BJs Wholesale Club BJ Stock Holding History

FinTrust Capital 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 Q3	$8.83K	Hold	107	–	–	﹤0.01%	969
2024 Q2	$9.4K	Hold	107	–	–	﹤0.01%	916
2024 Q1	$8.1K	Hold	107	–	–	﹤0.01%	896
2023 Q4	$7.13K	Buy	+107	New	+$7.24K	﹤0.01%	886
2023 Q2	–	Sell	-3,000	Closed	-$228K	–	1197
2023 Q1	$228K	Sell	3,000 -5,000	-63%	-$363K	0.06%	239
2022 Q4	$529K	Buy	+8,000	New	+$580K	0.13%	159

Other funds holding BJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

FinTrust Capital Advisors's BJ Position: Q3 2024 in Review

FinTrust Capital Advisors held its BJs Wholesale Club (BJ) position steady in Q3 2024 at 107 shares worth $8.83K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

FinTrust Capital Advisors first reported a position in BJ in Q4 2022 and has held it in 6 quarters since. The position peaked at $529K in Q4 2022. 519 funds tracked by Wall St. Rank hold BJ as of Q3 2024.

FinTrust Capital Advisors held 107 shares of BJs Wholesale Club worth $8.83K as of Q3 2024.
FinTrust Capital Advisors left its BJs Wholesale Club share count unchanged in Q3 2024.
BJs Wholesale Club made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #969 holding.
FinTrust Capital Advisors first reported a position in BJs Wholesale Club in Q4 2022 and has held it in 6 quarters since.
FinTrust Capital Advisors's BJs Wholesale Club position peaked at $529K in Q4 2022.
519 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.