HGWM
BJRI icon

Harvest Group Wealth Management’s BJ's Restaurants BJRI Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-10
Closed – – 110
2020
Q4 		$0 Hold
10
– – ﹤0.01% 653
2020
Q3 		$0 Hold
10
– – ﹤0.01% 600
2020
Q2 		$0 Buy
+10
New +$198 ﹤0.01% 506
2019
Q4 		– Sell
-37
Closed -$1K – 967
2019
Q3 		$1K Buy
+37
New +$1.43K ﹤0.01% 831

Other funds holding BJRI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Harvest Group Wealth Management's BJRI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of BJ's Restaurants (BJRI) in Q1 2021, closing a stake of 10 shares.

Harvest Group Wealth Management first reported a position in BJRI in Q3 2019 and held it in 4 quarters. The position peaked at $1K in Q3 2019. 158 funds tracked by Wall St. Rank hold BJRI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining BJ's Restaurants position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 10 BJ's Restaurants shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in BJ's Restaurants in Q3 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's BJ's Restaurants position peaked at $1K in Q3 2019.
  • 158 funds tracked by Wall St. Rank held BJ's Restaurants as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.