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Money Concepts Capital’s BJ's Restaurants BJRI Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-100
Closed -$2.64K – 732
2022
Q4 		$2.64K Buy
+100
New +$2.92K ﹤0.01% 2598
2022
Q2 		– Sell
-100
Closed -$3K – 1563
2022
Q1 		$3K Buy
+100
New +$3.04K ﹤0.01% 2333

Other funds holding BJRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Money Concepts Capital's BJRI Position: Q1 2023 in Review

Money Concepts Capital sold out of BJ's Restaurants (BJRI) in Q1 2023, closing a stake of 100 shares — an estimated $2.64K sold.

Money Concepts Capital first reported a position in BJRI in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 143 funds tracked by Wall St. Rank hold BJRI as of Q1 2023.

  • Money Concepts Capital reported no remaining BJ's Restaurants position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 100 BJ's Restaurants shares in Q1 2023, an estimated $2.64K.
  • Money Concepts Capital first reported a position in BJ's Restaurants in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's BJ's Restaurants position peaked at $3K in Q1 2022.
  • 143 funds tracked by Wall St. Rank held BJ's Restaurants as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.