Gradient Investments’s BJ's Restaurants BJRI Stock Holding History

Gradient Investments’s Portfolio BJRI Stock Details BJRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-145	Closed	-$5.03K	–	399
2024 Q2	$5.03K	Hold	145	–	–	﹤0.01%	860
2024 Q1	$5.25K	Hold	145	–	–	﹤0.01%	720
2023 Q4	$5.22K	Hold	145	–	–	﹤0.01%	981
2023 Q3	$3.4K	Hold	145	–	–	﹤0.01%	1051
2023 Q2	$4.61K	Hold	145	–	–	﹤0.01%	968
2023 Q1	$4.22K	Hold	145	–	–	﹤0.01%	980
2022 Q4	$3.83K	Hold	145	–	–	﹤0.01%	975
2022 Q3	$3K	Hold	145	–	–	﹤0.01%	1039
2022 Q2	$3K	Hold	145	–	–	﹤0.01%	969
2022 Q1	$4K	Hold	145	–	–	﹤0.01%	912
2021 Q4	$5K	Hold	145	–	–	﹤0.01%	923
2021 Q3	$6K	Hold	145	–	–	﹤0.01%	847
2021 Q2	$7K	Sell	145 -105	-42%	-$5.8K	﹤0.01%	814
2021 Q1	$15K	Hold	250	–	–	﹤0.01%	673
2020 Q4	$7K	Hold	250	–	–	﹤0.01%	750
2020 Q3	$7K	Buy	250 +145	+138%	+$3.73K	﹤0.01%	756
2020 Q2	$2K	Sell	105 -75	-42%	-$1.49K	﹤0.01%	863
2020 Q1	$3K	Buy	+180	New	+$5.78K	﹤0.01%	839

Other funds holding BJRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

F1I

Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gradient Investments's BJRI Position: Q3 2024 in Review

Gradient Investments sold out of BJ's Restaurants (BJRI) in Q3 2024, closing a stake of 145 shares — an estimated $5.03K sold.

Gradient Investments first reported a position in BJRI in Q1 2020 and held it in 18 quarters. The position peaked at $15K in Q1 2021. 169 funds tracked by Wall St. Rank hold BJRI as of Q3 2024.

Gradient Investments reported no remaining BJ's Restaurants position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 145 BJ's Restaurants shares in Q3 2024, an estimated $5.03K.
Gradient Investments first reported a position in BJ's Restaurants in Q1 2020 and held it in 18 quarters.
Gradient Investments's BJ's Restaurants position peaked at $15K in Q1 2021.
169 funds tracked by Wall St. Rank held BJ's Restaurants as of Q3 2024.

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