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Mount Yale Investment Advisors’s BJ's Restaurants BJRI Stock Holding History

Mount Yale Investment 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
2021
Q2 		– Sell
-4,480
Closed -$260K – 426
2021
Q1 		$260K Sell
4,480
-815
-15% -$42.7K 0.03% 347
2020
Q4 		$204K Buy
+5,295
New +$181K 0.03% 376

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State Street
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American Century Companies
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Mount Yale Investment Advisors's BJRI Position: Q2 2021 in Review

Mount Yale Investment Advisors sold out of BJ's Restaurants (BJRI) in Q2 2021, closing a stake of 4,480 shares — an estimated $260K sold.

Mount Yale Investment Advisors first reported a position in BJRI in Q4 2020 and held it in 2 quarters. The position peaked at $260K in Q1 2021. 161 funds tracked by Wall St. Rank hold BJRI as of Q2 2021.

  • Mount Yale Investment Advisors reported no remaining BJ's Restaurants position as of Q2 2021 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,480 BJ's Restaurants shares in Q2 2021, an estimated $260K.
  • Mount Yale Investment Advisors first reported a position in BJ's Restaurants in Q4 2020 and held it in 2 quarters.
  • Mount Yale Investment Advisors's BJ's Restaurants position peaked at $260K in Q1 2021.
  • 161 funds tracked by Wall St. Rank held BJ's Restaurants as of Q2 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.