Northwestern Mutual Wealth Management
BJRI icon

Northwestern Mutual Wealth Management’s BJ's Restaurants BJRI Stock Holding History

Northwestern Mutual Wealth Management’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
2024
Q4 		– Sell
-200
Closed -$6.51K – 3633
2024
Q3 		$6.51K Hold
200
– – ﹤0.01% 2830
2024
Q2 		$6.94K Hold
200
– – ﹤0.01% 2770
2024
Q1 		$7.24K Hold
200
– – ﹤0.01% 2733
2023
Q4 		$7.2K Hold
200
– – ﹤0.01% 2747
2023
Q3 		$4.69K Hold
200
– – ﹤0.01% 2771
2023
Q2 		$6.36K Hold
200
– – ﹤0.01% 2710
2023
Q1 		$5.83K Hold
200
– – ﹤0.01% 2700
2022
Q4 		$5.28K Hold
200
– – ﹤0.01% 2707
2022
Q3 		$5K Hold
200
– – ﹤0.01% 2673
2022
Q2 		$4K Hold
200
– – ﹤0.01% 2757
2022
Q1 		$6K Sell
200
-870
-81% -$26.5K ﹤0.01% 2669
2021
Q4 		$37K Buy
1,070
+385
+56% +$13.7K ﹤0.01% 2094
2021
Q3 		$29K Buy
+685
New +$28.8K ﹤0.01% 2076
2020
Q3 		– Sell
-335
Closed -$7K – 2532
2020
Q2 		$7K Buy
335
+311
+1,296% +$6.16K ﹤0.01% 1993
2020
Q1 		$0 Sell
24
-44
-65% -$1.41K ﹤0.01% 2553
2019
Q4 		$3K Buy
68
+21
+45% +$805 ﹤0.01% 2154
2019
Q3 		$2K Sell
47
-9,983
-100% -$385K ﹤0.01% 2255
2019
Q2 		$441K Sell
10,030
-355
-3% -$16.3K ﹤0.01% 664
2019
Q1 		$491K Buy
10,385
+10,280
+9,790% +$516K ﹤0.01% 627
2018
Q4 		$5K Hold
105
– – ﹤0.01% 2019
2018
Q3 		$8K Buy
+105
New +$7.05K ﹤0.01% 1976
2017
Q1 		– Sell
-46
Closed -$2K – 2037
2016
Q4 		$2K Buy
+46
New +$1.72K ﹤0.01% 2030
2016
Q3 		– Sell
-116
Closed -$5K – 329
2016
Q2 		$5K Buy
116
+22
+23% +$974 ﹤0.01% 1579
2016
Q1 		$4K Buy
+94
New +$4.01K ﹤0.01% 1692

Other funds holding BJRI

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
F1I
Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Northwestern Mutual Wealth Management's BJRI Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of BJ's Restaurants (BJRI) in Q4 2024, closing a stake of 200 shares — an estimated $6.51K sold.

Northwestern Mutual Wealth Management first reported a position in BJRI in Q1 2016 and held it in 24 quarters. The position peaked at $491K in Q1 2019. 150 funds tracked by Wall St. Rank hold BJRI as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining BJ's Restaurants position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 200 BJ's Restaurants shares in Q4 2024, an estimated $6.51K.
  • Northwestern Mutual Wealth Management first reported a position in BJ's Restaurants in Q1 2016 and held it in 24 quarters.
  • Northwestern Mutual Wealth Management's BJ's Restaurants position peaked at $491K in Q1 2019.
  • 150 funds tracked by Wall St. Rank held BJ's Restaurants as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.