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Paces Ferry Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-735
Closed -$31K – 234
2020
Q3 		$31K Buy
+735
New +$30.4K 0.03% 278

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Paces Ferry Wealth Advisors's BJ Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of BJs Wholesale Club (BJ) in Q4 2020, closing a stake of 735 shares — an estimated $31K sold.

Paces Ferry Wealth Advisors first reported a position in BJ in Q3 2020 and held it in 1 quarter. The position peaked at $31K in Q3 2020. 330 funds tracked by Wall St. Rank hold BJ as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining BJs Wholesale Club position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 735 BJs Wholesale Club shares in Q4 2020, an estimated $31K.
  • Paces Ferry Wealth Advisors first reported a position in BJs Wholesale Club in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's BJs Wholesale Club position peaked at $31K in Q3 2020.
  • 330 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.