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GHP Investment Advisors’s BJs Wholesale Club BJ Stock Holding History

GHP Investment Advisors’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
2026
Q1 		$10.1K Hold
103
– – ﹤0.01% 811
2025
Q4 		$9.27K Hold
103
– – ﹤0.01% 755
2025
Q3 		$9.61K Hold
103
– – ﹤0.01% 715
2025
Q2 		$11.1K Hold
103
– – ﹤0.01% 700
2025
Q1 		$11.8K Hold
103
– – ﹤0.01% 678
2024
Q4 		$9.2K Hold
103
– – ﹤0.01% 711
2024
Q3 		$8.5K Buy
+103
New +$8.71K ﹤0.01% 741
2023
Q4 		– Sell
-137
Closed -$9.47K – 857
2023
Q3 		$9.47K Buy
137
+34
+33% +$2.29K ﹤0.01% 711
2023
Q2 		$7.18K Sell
103
-36
-26% -$2.49K ﹤0.01% 735
2023
Q1 		$10.6K Hold
139
– – ﹤0.01% 680
2022
Q4 		$9.2K Hold
139
– – ﹤0.01% 707
2022
Q3 		$10K Hold
139
– – ﹤0.01% 676
2022
Q2 		$9K Buy
139
+36
+35% +$2.26K ﹤0.01% 691
2022
Q1 		$7K Buy
+103
New +$6.47K ﹤0.01% 778

Other funds holding BJ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return