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

Lenox 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
2020 Q2	–	Sell	-177	Closed	-$5K	–	604
2020 Q1	$5K	Buy	+177	New	+$3.98K	﹤0.01%	419

Other funds holding BJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lenox Wealth Advisors's BJ Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of BJs Wholesale Club (BJ) in Q2 2020, closing a stake of 177 shares — an estimated $5K sold.

Lenox Wealth Advisors first reported a position in BJ in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 287 funds tracked by Wall St. Rank hold BJ as of Q2 2020.

Lenox Wealth Advisors reported no remaining BJs Wholesale Club position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 177 BJs Wholesale Club shares in Q2 2020, an estimated $5K.
Lenox Wealth Advisors first reported a position in BJs Wholesale Club in Q1 2020 and held it in 1 quarter.
Lenox Wealth Advisors's BJs Wholesale Club position peaked at $5K in Q1 2020.
287 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.