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Harvest Group Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Harvest Group Wealth Management’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 		$913 Sell
12
-4
-25% -$291 ﹤0.01% 152
2022
Q4 		$1.06K Sell
16
-10
-38% -$724 ﹤0.01% 145
2022
Q3 		$2K Hold
26
– – ﹤0.01% 108
2022
Q2 		$2K Buy
+26
New +$1.63K ﹤0.01% 120

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Harvest Group Wealth Management's BJ Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its BJs Wholesale Club (BJ) stake by 25% in Q1 2023, selling an estimated $291 and leaving 12 shares worth $913. The position accounts for ﹤0.01% of the portfolio, ranked #152.

Harvest Group Wealth Management first reported a position in BJ in Q2 2022 and has held it in 4 quarters since. The position peaked at $2K in Q3 2022. 514 funds tracked by Wall St. Rank hold BJ as of Q1 2023.

  • Harvest Group Wealth Management held 12 shares of BJs Wholesale Club worth $913 as of Q1 2023.
  • Harvest Group Wealth Management sold 4 BJs Wholesale Club shares in Q1 2023, an estimated $291.
  • BJs Wholesale Club made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #152 holding.
  • Harvest Group Wealth Management first reported a position in BJs Wholesale Club in Q2 2022 and has held it in 4 quarters since.
  • Harvest Group Wealth Management's BJs Wholesale Club position peaked at $2K in Q3 2022.
  • 514 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.