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Level Four Advisory Services’s BJs Wholesale Club BJ Stock Holding History

Level Four Advisory Services’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
2022
Q4 		– Sell
-13,344
Closed -$972K – 684
2022
Q3 		$972K Buy
+13,344
New +$957K 0.09% 208

Other funds holding BJ

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Level Four Advisory Services's BJ Position: Q4 2022 in Review

Level Four Advisory Services sold out of BJs Wholesale Club (BJ) in Q4 2022, closing a stake of 13,344 shares — an estimated $972K sold.

Level Four Advisory Services first reported a position in BJ in Q3 2022 and held it in 1 quarter. The position peaked at $972K in Q3 2022. 497 funds tracked by Wall St. Rank hold BJ as of Q4 2022.

  • Level Four Advisory Services reported no remaining BJs Wholesale Club position as of Q4 2022 after selling out during the quarter.
  • Level Four Advisory Services sold 13,344 BJs Wholesale Club shares in Q4 2022, an estimated $972K.
  • Level Four Advisory Services first reported a position in BJs Wholesale Club in Q3 2022 and held it in 1 quarter.
  • Level Four Advisory Services's BJs Wholesale Club position peaked at $972K in Q3 2022.
  • 497 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2022.

Based on Level Four Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.