Lenox Wealth Advisors’s BJ's Restaurants BJRI Stock Holding History

Lenox Wealth Advisors’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
2020 Q2	–	Sell	-73	Closed	-$1K	–	605
2020 Q1	$1K	Buy	+73	New	+$2.35K	﹤0.01%	658
2019 Q2	–	Sell	-52	Closed	-$2K	–	426
2019 Q1	$2K	Buy	+52	New	+$2.61K	﹤0.01%	523
2018 Q2	–	Sell	-24	Closed	-$1K	–	552
2018 Q1	$1K	Buy	+24	New	+$966	﹤0.01%	497

Other funds holding BJRI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Lenox Wealth Advisors sold out of BJ's Restaurants (BJRI) in Q2 2020, closing a stake of 73 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in BJRI in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q1 2019. 144 funds tracked by Wall St. Rank hold BJRI as of Q2 2020.

Lenox Wealth Advisors reported no remaining BJ's Restaurants position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 73 BJ's Restaurants shares in Q2 2020, an estimated $1K.
Lenox Wealth Advisors first reported a position in BJ's Restaurants in Q1 2018 and held it in 3 quarters.
Lenox Wealth Advisors's BJ's Restaurants position peaked at $2K in Q1 2019.
144 funds tracked by Wall St. Rank held BJ's Restaurants as of Q2 2020.

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