IPW
BJ icon

Impact Partnership Wealth’s BJs Wholesale Club BJ Stock Holding History

Impact Partnership Wealth’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
2023
Q3 		– Sell
-26
Closed -$1.64K – 1022
2023
Q2 		$1.64K Buy
+26
New +$1.8K ﹤0.01% 720

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Impact Partnership Wealth's BJ Position: Q3 2023 in Review

Impact Partnership Wealth sold out of BJs Wholesale Club (BJ) in Q3 2023, closing a stake of 26 shares — an estimated $1.64K sold.

Impact Partnership Wealth first reported a position in BJ in Q2 2023 and held it in 1 quarter. The position peaked at $1.64K in Q2 2023. 452 funds tracked by Wall St. Rank hold BJ as of Q3 2023.

  • Impact Partnership Wealth reported no remaining BJs Wholesale Club position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 26 BJs Wholesale Club shares in Q3 2023, an estimated $1.64K.
  • Impact Partnership Wealth first reported a position in BJs Wholesale Club in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's BJs Wholesale Club position peaked at $1.64K in Q2 2023.
  • 452 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.