Heritage Wealth Management (Arizona)’s BJs Wholesale Club BJ Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$309K	Buy	+3,515	New	+$285K	0.17%	115

Other funds holding BJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BJ Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) opened a new position in BJs Wholesale Club (BJ) in Q2 2024: 3,515 shares worth $309K. The stake represents 0.17% of the portfolio and ranks #115 among its holdings.

510 funds tracked by Wall St. Rank hold BJ as of Q2 2024.

Heritage Wealth Management (Arizona) held 3,515 shares of BJs Wholesale Club worth $309K as of Q2 2024.
BJs Wholesale Club was a new Heritage Wealth Management (Arizona) position in Q2 2024.
BJs Wholesale Club made up 0.17% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #115 holding.
510 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.