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Fortem Financial Group’s BJs Wholesale Club BJ Stock Holding History

Fortem Financial Group’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
2021
Q1 		– Sell
-985
Closed -$37K – 191
2020
Q4 		$37K Buy
+985
New +$39.4K 0.02% 264

Other funds holding BJ

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Fortem Financial Group's BJ Position: Q1 2021 in Review

Fortem Financial Group sold out of BJs Wholesale Club (BJ) in Q1 2021, closing a stake of 985 shares — an estimated $37K sold.

Fortem Financial Group first reported a position in BJ in Q4 2020 and held it in 1 quarter. The position peaked at $37K in Q4 2020. 304 funds tracked by Wall St. Rank hold BJ as of Q1 2021.

  • Fortem Financial Group reported no remaining BJs Wholesale Club position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 985 BJs Wholesale Club shares in Q1 2021, an estimated $37K.
  • Fortem Financial Group first reported a position in BJs Wholesale Club in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's BJs Wholesale Club position peaked at $37K in Q4 2020.
  • 304 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.