JFS Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History

JFS Wealth Advisors’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 Q2	$7.5K	Buy	86 +3	+4%	+$275	﹤0.01%	1128
2026 Q1	$8.17K	Sell	83 -16	-16%	-$1.54K	﹤0.01%	1026
2025 Q4	$8.91K	Buy	99 +30	+43%	+$2.75K	﹤0.01%	1021
2025 Q3	$6.43K	Sell	69 -19	-22%	-$1.94K	﹤0.01%	1028
2025 Q2	$9.49K	Buy	88 +6	+7%	+$684	﹤0.01%	881
2025 Q1	$9.36K	Buy	82 +13	+19%	+$1.34K	﹤0.01%	900
2024 Q4	$6.17K	Hold	69	–	–	﹤0.01%	1042
2024 Q3	$5.69K	Buy	69 +7	+11%	+$592	﹤0.01%	1076
2024 Q2	$5.45K	Hold	62	–	–	﹤0.01%	1028
2024 Q1	$4.69K	Sell	62 -9	-13%	-$627	﹤0.01%	1128
2023 Q4	$4.73K	Sell	71 -1	-1%	-$68	﹤0.01%	1081
2023 Q3	$5.14K	Buy	72 +9	+14%	+$606	﹤0.01%	984
2023 Q2	$3.97K	Sell	63 -12	-16%	-$830	﹤0.01%	1103
2023 Q1	$5.71K	Buy	75 +6	+9%	+$436	﹤0.01%	937
2022 Q4	$4.57K	Sell	69 -4	-5%	-$290	﹤0.01%	1025
2022 Q3	$5K	Buy	73 +5	+7%	+$358	﹤0.01%	967
2022 Q2	$4K	Buy	68 +15	+28%	+$943	﹤0.01%	1045
2022 Q1	$4K	Buy	53 +32	+152%	+$2.01K	﹤0.01%	1111
2021 Q4	$1K	Buy	+21	New	+$1.31K	﹤0.01%	1268

Other funds holding BJ

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return