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Institutional & Family Asset Management’s BJs Wholesale Club BJ Stock Holding History

Institutional & Family Asset Management’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
2021
Q4 		– Sell
-50
Closed -$3K – 809
2021
Q3 		$3K Hold
50
– – ﹤0.01% 726
2021
Q2 		$2K Buy
+50
New +$2.29K ﹤0.01% 804

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Institutional & Family Asset Management's BJ Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of BJs Wholesale Club (BJ) in Q4 2021, closing a stake of 50 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in BJ in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 380 funds tracked by Wall St. Rank hold BJ as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining BJs Wholesale Club position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 50 BJs Wholesale Club shares in Q4 2021, an estimated $3K.
  • Institutional & Family Asset Management first reported a position in BJs Wholesale Club in Q2 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's BJs Wholesale Club position peaked at $3K in Q3 2021.
  • 380 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.