FourThought Financial’s BJs Wholesale Club BJ Stock Holding History

FourThought Financial’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 Q1	–	Sell	-509	Closed	-$34K	–	1461
2021 Q4	$34K	Sell	509 -543	-52%	-$33.9K	﹤0.01%	786
2021 Q3	$57K	Buy	1,052 +5	+0.5%	+$267	0.01%	650
2021 Q2	$49K	Buy	+1,047	New	+$47.9K	0.01%	707

Other funds holding BJ

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FourThought Financial's BJ Position: Q1 2022 in Review

FourThought Financial sold out of BJs Wholesale Club (BJ) in Q1 2022, closing a stake of 509 shares — an estimated $34K sold.

FourThought Financial first reported a position in BJ in Q2 2021 and held it in 3 quarters. The position peaked at $57K in Q3 2021. 380 funds tracked by Wall St. Rank hold BJ as of Q1 2022.

FourThought Financial reported no remaining BJs Wholesale Club position as of Q1 2022 after selling out during the quarter.
FourThought Financial sold 509 BJs Wholesale Club shares in Q1 2022, an estimated $34K.
FourThought Financial first reported a position in BJs Wholesale Club in Q2 2021 and held it in 3 quarters.
FourThought Financial's BJs Wholesale Club position peaked at $57K in Q3 2021.
380 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2022.

Based on FourThought Financial's 13F filing for Q1 2022, filed 29 Apr 2022.