HAG
BJ icon

HighPoint Advisor Group’s BJs Wholesale Club BJ Stock Holding History

HighPoint Advisor Group’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
2026
Q1 		– Sell
-4,656
Closed -$419K – 691
2025
Q4 		$419K Buy
4,656
+150
+3% +$13.8K 0.01% 723
2025
Q3 		$420K Buy
4,506
+635
+16% +$64.9K 0.02% 437
2025
Q2 		$417K Sell
3,871
-4
-0.1% -$456 0.02% 423
2025
Q1 		$451K Sell
3,875
-1,177
-23% -$121K 0.03% 382
2024
Q4 		$540K Sell
5,052
-347
-6% -$31.4K 0.03% 359
2024
Q3 		$462K Buy
5,399
+212
+4% +$17.9K 0.03% 374
2024
Q2 		$459K Buy
5,187
+67
+1% +$5.43K 0.03% 375
2024
Q1 		$402K Sell
5,120
-1,054
-17% -$73.5K 0.03% 401
2023
Q4 		$463K Buy
+6,174
New +$418K 0.03% 368
2022
Q2 		$267K Buy
+4,092
New +$257K 0.03% 414
2021
Q3 		$235K Buy
+4,270
New +$228K 0.02% 465

Other funds holding BJ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return