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HC Financial Advisors’s BJ's Restaurants BJRI Stock Holding History

HC Financial Advisors’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 – – 337
2020
Q4 		$0 Hold
10
– – ﹤0.01% 350
2020
Q3 		$0 Hold
10
– – ﹤0.01% 371
2020
Q2 		$0 Hold
10
– – ﹤0.01% 347
2020
Q1 		$0 Buy
+10
New +$321 ﹤0.01% 388

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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

HC Financial Advisors's BJRI Position: Q1 2021 in Review

HC Financial Advisors sold out of BJ's Restaurants (BJRI) in Q1 2021, closing a stake of 10 shares.

HC Financial Advisors first reported a position in BJRI in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 158 funds tracked by Wall St. Rank hold BJRI as of Q1 2021.

  • HC Financial Advisors reported no remaining BJ's Restaurants position as of Q1 2021 after selling out during the quarter.
  • HC Financial Advisors sold 10 BJ's Restaurants shares in Q1 2021.
  • HC Financial Advisors first reported a position in BJ's Restaurants in Q1 2020 and held it in 4 quarters.
  • HC Financial Advisors's BJ's Restaurants position peaked at $0 in Q4 2020.
  • 158 funds tracked by Wall St. Rank held BJ's Restaurants as of Q1 2021.

Based on HC Financial Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.