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Fortitude Advisory Group’s BJs Wholesale Club BJ Stock Holding History

Fortitude Advisory 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
2022
Q2 		– Sell
-218
Closed -$15K – 331
2022
Q1 		$15K Buy
218
+25
+13% +$1.57K 0.01% 915
2021
Q4 		$13K Buy
+193
New +$12K 0.01% 955

Other funds holding BJ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fortitude Advisory Group's BJ Position: Q2 2022 in Review

Fortitude Advisory Group sold out of BJs Wholesale Club (BJ) in Q2 2022, closing a stake of 218 shares — an estimated $15K sold.

Fortitude Advisory Group first reported a position in BJ in Q4 2021 and held it in 2 quarters. The position peaked at $15K in Q1 2022. 432 funds tracked by Wall St. Rank hold BJ as of Q2 2022.

  • Fortitude Advisory Group reported no remaining BJs Wholesale Club position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 218 BJs Wholesale Club shares in Q2 2022, an estimated $15K.
  • Fortitude Advisory Group first reported a position in BJs Wholesale Club in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's BJs Wholesale Club position peaked at $15K in Q1 2022.
  • 432 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.