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Gradient Investments’s BJs Wholesale Club BJ Stock Holding History

Gradient Investments’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
Q3 		– Sell
-4
Closed -$351 – 398
2024
Q2 		$351 Buy
+4
New +$324 ﹤0.01% 1221
2024
Q1 		– Sell
-15
Closed -$1K – 1306
2023
Q4 		$1K Hold
15
– – ﹤0.01% 1421
2023
Q3 		$1.07K Buy
+15
New +$1.01K ﹤0.01% 1351

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Gradient Investments's BJ Position: Q3 2024 in Review

Gradient Investments sold out of BJs Wholesale Club (BJ) in Q3 2024, closing a stake of 4 shares — an estimated $351 sold.

Gradient Investments first reported a position in BJ in Q3 2023 and held it in 3 quarters. The position peaked at $1.07K in Q3 2023. 519 funds tracked by Wall St. Rank hold BJ as of Q3 2024.

  • Gradient Investments reported no remaining BJs Wholesale Club position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 4 BJs Wholesale Club shares in Q3 2024, an estimated $351.
  • Gradient Investments first reported a position in BJs Wholesale Club in Q3 2023 and held it in 3 quarters.
  • Gradient Investments's BJs Wholesale Club position peaked at $1.07K in Q3 2023.
  • 519 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.