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Legacy Financial Advisors’s BJs Wholesale Club BJ Stock Holding History

Legacy Financial 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
2019
Q1 		– Sell
-340
Closed -$8K – 1062
2018
Q4 		$8K Buy
340
+62
+22% +$1.43K ﹤0.01% 613
2018
Q3 		$7K Buy
+278
New +$7.44K ﹤0.01% 607

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SCM
Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Financial Advisors's BJ Position: Q1 2019 in Review

Legacy Financial Advisors sold out of BJs Wholesale Club (BJ) in Q1 2019, closing a stake of 340 shares — an estimated $8K sold.

Legacy Financial Advisors first reported a position in BJ in Q3 2018 and held it in 2 quarters. The position peaked at $8K in Q4 2018. 179 funds tracked by Wall St. Rank hold BJ as of Q1 2019.

  • Legacy Financial Advisors reported no remaining BJs Wholesale Club position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 340 BJs Wholesale Club shares in Q1 2019, an estimated $8K.
  • Legacy Financial Advisors first reported a position in BJs Wholesale Club in Q3 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's BJs Wholesale Club position peaked at $8K in Q4 2018.
  • 179 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.