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

LGT 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
2023 Q4	–	Sell	-42	Closed	-$3K	–	859
2023 Q3	$3K	Buy	+42	New	+$2.83K	﹤0.01%	724

Other funds holding BJ

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

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

LGT Financial Advisors's BJ Position: Q4 2023 in Review

LGT Financial Advisors sold out of BJs Wholesale Club (BJ) in Q4 2023, closing a stake of 42 shares — an estimated $3K sold.

LGT Financial Advisors first reported a position in BJ in Q3 2023 and held it in 1 quarter. The position peaked at $3K in Q3 2023. 451 funds tracked by Wall St. Rank hold BJ as of Q4 2023.

LGT Financial Advisors reported no remaining BJs Wholesale Club position as of Q4 2023 after selling out during the quarter.
LGT Financial Advisors sold 42 BJs Wholesale Club shares in Q4 2023, an estimated $3K.
LGT Financial Advisors first reported a position in BJs Wholesale Club in Q3 2023 and held it in 1 quarter.
LGT Financial Advisors's BJs Wholesale Club position peaked at $3K in Q3 2023.
451 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.