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Pathstone Family Office’s BJ's Restaurants BJRI Stock Holding History

Pathstone Family Office’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
2022
Q1 		– Sell
-11,207
Closed -$387K – 974
2021
Q4 		$387K Buy
11,207
+52
+0.5% +$1.85K 0.01% 634
2021
Q3 		$466K Buy
11,155
+5,933
+114% +$249K 0.01% 544
2021
Q2 		$257K Buy
+5,222
New +$289K 0.01% 693

Other funds holding BJRI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Pathstone Family Office's BJRI Position: Q1 2022 in Review

Pathstone Family Office sold out of BJ's Restaurants (BJRI) in Q1 2022, closing a stake of 11,207 shares — an estimated $387K sold.

Pathstone Family Office first reported a position in BJRI in Q2 2021 and held it in 3 quarters. The position peaked at $466K in Q3 2021. 156 funds tracked by Wall St. Rank hold BJRI as of Q1 2022.

  • Pathstone Family Office reported no remaining BJ's Restaurants position as of Q1 2022 after selling out during the quarter.
  • Pathstone Family Office sold 11,207 BJ's Restaurants shares in Q1 2022, an estimated $387K.
  • Pathstone Family Office first reported a position in BJ's Restaurants in Q2 2021 and held it in 3 quarters.
  • Pathstone Family Office's BJ's Restaurants position peaked at $466K in Q3 2021.
  • 156 funds tracked by Wall St. Rank held BJ's Restaurants as of Q1 2022.

Based on Pathstone Family Office's 13F filing for Q1 2022, filed 16 May 2022.