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Kingsview Wealth Management’s BJ's Restaurants BJRI Stock Holding History

Kingsview Wealth Management’s Portfolio BJRI Stock Details BJRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,487
Closed -$218K – 911
2023
Q1 		$218K Buy
+7,487
New +$233K 0.01% 810

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Neuberger Berman Group
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CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Kingsview Wealth Management's BJRI Position: Q2 2023 in Review

Kingsview Wealth Management sold out of BJ's Restaurants (BJRI) in Q2 2023, closing a stake of 7,487 shares — an estimated $218K sold.

Kingsview Wealth Management first reported a position in BJRI in Q1 2023 and held it in 1 quarter. The position peaked at $218K in Q1 2023. 159 funds tracked by Wall St. Rank hold BJRI as of Q2 2023.

  • Kingsview Wealth Management reported no remaining BJ's Restaurants position as of Q2 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 7,487 BJ's Restaurants shares in Q2 2023, an estimated $218K.
  • Kingsview Wealth Management first reported a position in BJ's Restaurants in Q1 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's BJ's Restaurants position peaked at $218K in Q1 2023.
  • 159 funds tracked by Wall St. Rank held BJ's Restaurants as of Q2 2023.

Based on Kingsview Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.