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GeoWealth Management’s BJs Wholesale Club BJ Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-443
Closed -$39.6K – 1141
2024
Q4 		$39.6K Sell
443
-18
-4% -$1.63K ﹤0.01% 1225
2024
Q3 		$38K Buy
+461
New +$39K ﹤0.01% 1153

Other funds holding BJ

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GeoWealth Management's BJ Position: Q1 2025 in Review

GeoWealth Management sold out of BJs Wholesale Club (BJ) in Q1 2025, closing a stake of 443 shares — an estimated $39.6K sold.

GeoWealth Management first reported a position in BJ in Q3 2024 and held it in 2 quarters. The position peaked at $39.6K in Q4 2024. 630 funds tracked by Wall St. Rank hold BJ as of Q1 2025.

  • GeoWealth Management reported no remaining BJs Wholesale Club position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 443 BJs Wholesale Club shares in Q1 2025, an estimated $39.6K.
  • GeoWealth Management first reported a position in BJs Wholesale Club in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's BJs Wholesale Club position peaked at $39.6K in Q4 2024.
  • 630 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.