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Next Financial Group’s BJs Wholesale Club BJ Stock Holding History

Next Financial Group’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
2021
Q4 		$27K Buy
+405
New +$25.3K ﹤0.01% 1751
2020
Q4 		– Sell
-168
Closed -$7K – 2345
2020
Q3 		$7K Buy
+168
New +$6.95K ﹤0.01% 1714
2020
Q1 		– Sell
-1,000
Closed -$23K – 2132
2019
Q4 		$23K Buy
+1,000
New +$24.7K ﹤0.01% 1470

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Next Financial Group's BJ Position: Q4 2021 in Review

Next Financial Group opened a new position in BJs Wholesale Club (BJ) in Q4 2021: 405 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #1751 among its holdings. This is a return to the name: Next Financial Group previously reported a position in BJ as recently as Q3 2020.

Next Financial Group first reported a position in BJ in Q4 2019 and has held it in 3 quarters since. 380 funds tracked by Wall St. Rank hold BJ as of Q4 2021.

  • Next Financial Group held 405 shares of BJs Wholesale Club worth $27K as of Q4 2021.
  • BJs Wholesale Club was a new Next Financial Group position in Q4 2021.
  • BJs Wholesale Club made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1751 holding.
  • Next Financial Group first reported a position in BJs Wholesale Club in Q4 2019 and has held it in 3 quarters since.
  • 380 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.