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Heritage Wealth Advisors’s BJ's Restaurants BJRI Stock Holding History

Heritage Wealth 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
Q3 		– Sell
-34
Closed -$1.67K – 536
2021
Q2 		$1.67K Hold
34
– – ﹤0.01% 513
2021
Q1 		$1.98K Hold
34
– – ﹤0.01% 521
2020
Q4 		$1K Buy
+34
New +$1.16K ﹤0.01% 521

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CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Heritage Wealth Advisors's BJRI Position: Q3 2021 in Review

Heritage Wealth Advisors sold out of BJ's Restaurants (BJRI) in Q3 2021, closing a stake of 34 shares — an estimated $1.67K sold.

Heritage Wealth Advisors first reported a position in BJRI in Q4 2020 and held it in 3 quarters. The position peaked at $1.98K in Q1 2021. 154 funds tracked by Wall St. Rank hold BJRI as of Q3 2021.

  • Heritage Wealth Advisors reported no remaining BJ's Restaurants position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 34 BJ's Restaurants shares in Q3 2021, an estimated $1.67K.
  • Heritage Wealth Advisors first reported a position in BJ's Restaurants in Q4 2020 and held it in 3 quarters.
  • Heritage Wealth Advisors's BJ's Restaurants position peaked at $1.98K in Q1 2021.
  • 154 funds tracked by Wall St. Rank held BJ's Restaurants as of Q3 2021.

Based on Heritage Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.