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Patriot Financial Group Insurance Agency’s BJs Wholesale Club BJ Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-4
Closed – – 572
2022
Q2 		$0 Hold
4
– – ﹤0.01% 2019
2022
Q1 		$0 Sell
4
-209
-98% -$13.1K ﹤0.01% 2051
2021
Q4 		$14K Buy
213
+4
+2% +$250 ﹤0.01% 1344
2021
Q3 		$11K Hold
209
– – ﹤0.01% 1424
2021
Q2 		$10K Buy
+209
New +$9.57K ﹤0.01% 1433

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BJ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of BJs Wholesale Club (BJ) in Q3 2022, closing a stake of 4 shares.

Patriot Financial Group Insurance Agency first reported a position in BJ in Q2 2021 and held it in 5 quarters. The position peaked at $14K in Q4 2021. 468 funds tracked by Wall St. Rank hold BJ as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining BJs Wholesale Club position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4 BJs Wholesale Club shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in BJs Wholesale Club in Q2 2021 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's BJs Wholesale Club position peaked at $14K in Q4 2021.
  • 468 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.