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Glassman Wealth Services’s BJs Wholesale Club BJ Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-22
Closed -$1.47K – 407
2023
Q4 		$1.47K Hold
22
– – ﹤0.01% 1434
2023
Q3 		$1.57K Sell
22
-5
-19% -$336 ﹤0.01% 1411
2023
Q2 		$1.7K Buy
27
+3
+13% +$207 ﹤0.01% 1305
2023
Q1 		$1.83K Hold
24
– – ﹤0.01% 1273
2022
Q4 		$1.59K Buy
24
+2
+9% +$145 ﹤0.01% 1311
2022
Q3 		$2K Hold
22
– – ﹤0.01% 1189
2022
Q2 		$1K Buy
22
+13
+144% +$817 ﹤0.01% 1355
2022
Q1 		$1K Buy
+9
New +$565 ﹤0.01% 1336

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Glassman Wealth Services's BJ Position: Q1 2024 in Review

Glassman Wealth Services sold out of BJs Wholesale Club (BJ) in Q1 2024, closing a stake of 22 shares — an estimated $1.47K sold.

Glassman Wealth Services first reported a position in BJ in Q1 2022 and held it in 8 quarters. The position peaked at $2K in Q3 2022. 482 funds tracked by Wall St. Rank hold BJ as of Q1 2024.

  • Glassman Wealth Services reported no remaining BJs Wholesale Club position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 22 BJs Wholesale Club shares in Q1 2024, an estimated $1.47K.
  • Glassman Wealth Services first reported a position in BJs Wholesale Club in Q1 2022 and held it in 8 quarters.
  • Glassman Wealth Services's BJs Wholesale Club position peaked at $2K in Q3 2022.
  • 482 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.