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Focused Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Focused Wealth Management’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
2020
Q4 		– Sell
-6,000
Closed -$16K – 824
2020
Q3 		$16K Buy
+6,000
New +$248K ﹤0.01% 446

Other funds holding BJ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Focused Wealth Management's BJ Position: Q2 2019 in Review

Focused Wealth Management sold out of BJs Wholesale Club (BJ) in Q2 2019, closing a stake of 250 shares — an estimated $7K sold.

Focused Wealth Management first reported a position in BJ in Q2 2018 and held it in 4 quarters. The position peaked at $7K in Q1 2019. 198 funds tracked by Wall St. Rank hold BJ as of Q2 2019.

  • Focused Wealth Management reported no remaining BJs Wholesale Club position as of Q2 2019 after selling out during the quarter.
  • Focused Wealth Management sold 250 BJs Wholesale Club shares in Q2 2019, an estimated $7K.
  • Focused Wealth Management first reported a position in BJs Wholesale Club in Q2 2018 and held it in 4 quarters.
  • Focused Wealth Management's BJs Wholesale Club position peaked at $7K in Q1 2019.
  • 198 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2019.

Based on Focused Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.