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Greystone Financial Group’s BJs Wholesale Club BJ Stock Holding History

Greystone Financial Group’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
-3,045
Closed -$203K – 110
2023
Q4 		$203K Sell
3,045
-2,521
-45% -$171K 0.05% 104
2023
Q3 		$397K Sell
5,566
-2,637
-32% -$177K 0.1% 81
2023
Q2 		$517K Sell
8,203
-1,110
-12% -$76.8K 0.12% 78
2023
Q1 		$708K Buy
+9,313
New +$677K 0.18% 65

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

Greystone Financial Group's BJ Position: Q1 2024 in Review

Greystone Financial Group sold out of BJs Wholesale Club (BJ) in Q1 2024, closing a stake of 3,045 shares — an estimated $203K sold.

Greystone Financial Group first reported a position in BJ in Q1 2023 and held it in 4 quarters. The position peaked at $708K in Q1 2023. 482 funds tracked by Wall St. Rank hold BJ as of Q1 2024.

  • Greystone Financial Group reported no remaining BJs Wholesale Club position as of Q1 2024 after selling out during the quarter.
  • Greystone Financial Group sold 3,045 BJs Wholesale Club shares in Q1 2024, an estimated $203K.
  • Greystone Financial Group first reported a position in BJs Wholesale Club in Q1 2023 and held it in 4 quarters.
  • Greystone Financial Group's BJs Wholesale Club position peaked at $708K in Q1 2023.
  • 482 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2024.

Based on Greystone Financial Group's 13F filing for Q1 2024, filed 22 Apr 2024.