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Partnership Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Partnership Wealth Management’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
2024
Q4 		– Sell
-100
Closed -$8.25K – 84
2024
Q3 		$8.25K Hold
100
– – 0.01% 168
2024
Q2 		$8.78K Hold
100
– – 0.01% 197
2024
Q1 		$7.57K Hold
100
– – 0.01% 197
2023
Q4 		$6.43K Buy
+100
New +$6.77K ﹤0.01% 196

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Partnership Wealth Management's BJ Position: Q4 2024 in Review

Partnership Wealth Management sold out of BJs Wholesale Club (BJ) in Q4 2024, closing a stake of 100 shares — an estimated $8.25K sold.

Partnership Wealth Management first reported a position in BJ in Q4 2023 and held it in 4 quarters. The position peaked at $8.78K in Q2 2024. 566 funds tracked by Wall St. Rank hold BJ as of Q4 2024.

  • Partnership Wealth Management reported no remaining BJs Wholesale Club position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 100 BJs Wholesale Club shares in Q4 2024, an estimated $8.25K.
  • Partnership Wealth Management first reported a position in BJs Wholesale Club in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's BJs Wholesale Club position peaked at $8.78K in Q2 2024.
  • 566 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.