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Phoenix Financial’s BJs Wholesale Club BJ Stock Holding History

Phoenix Financial’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
Q2 		– Sell
-4,500
Closed -$339K – 362
2024
Q1 		$339K Buy
+4,500
New +$314K ﹤0.01% 312

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Phoenix Financial's BJ Position: Q2 2024 in Review

Phoenix Financial sold out of BJs Wholesale Club (BJ) in Q2 2024, closing a stake of 4,500 shares — an estimated $339K sold.

Phoenix Financial first reported a position in BJ in Q1 2024 and held it in 1 quarter. The position peaked at $339K in Q1 2024. 510 funds tracked by Wall St. Rank hold BJ as of Q2 2024.

  • Phoenix Financial reported no remaining BJs Wholesale Club position as of Q2 2024 after selling out during the quarter.
  • Phoenix Financial sold 4,500 BJs Wholesale Club shares in Q2 2024, an estimated $339K.
  • Phoenix Financial first reported a position in BJs Wholesale Club in Q1 2024 and held it in 1 quarter.
  • Phoenix Financial's BJs Wholesale Club position peaked at $339K in Q1 2024.
  • 510 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2024.

Based on Phoenix Financial's 13F filing for Q2 2024, filed 12 Aug 2024.