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Global Wealth Strategies & Associates’s BJs Wholesale Club BJ Stock Holding History

Global Wealth Strategies & Associates’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
2023
Q1 		– Sell
-103
Closed -$6.81K – 356
2022
Q4 		$6.81K Buy
+103
New +$7.46K ﹤0.01% 194

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Global Wealth Strategies & Associates's BJ Position: Q1 2023 in Review

Global Wealth Strategies & Associates sold out of BJs Wholesale Club (BJ) in Q1 2023, closing a stake of 103 shares — an estimated $6.81K sold.

Global Wealth Strategies & Associates first reported a position in BJ in Q4 2022 and held it in 1 quarter. The position peaked at $6.81K in Q4 2022. 514 funds tracked by Wall St. Rank hold BJ as of Q1 2023.

  • Global Wealth Strategies & Associates reported no remaining BJs Wholesale Club position as of Q1 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 103 BJs Wholesale Club shares in Q1 2023, an estimated $6.81K.
  • Global Wealth Strategies & Associates first reported a position in BJs Wholesale Club in Q4 2022 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's BJs Wholesale Club position peaked at $6.81K in Q4 2022.
  • 514 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2023, filed 3 Apr 2023.