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Plante Moran Financial Advisors’s BJs Wholesale Club BJ Stock Holding History

Plante Moran Financial 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
2025
Q1 		– Sell
-61
Closed -$5.45K – 807
2024
Q4 		$5.45K Buy
+61
New +$5.51K ﹤0.01% 671
2022
Q3 		– Sell
-41
Closed -$3K – 871
2022
Q2 		$3K Buy
+41
New +$2.58K ﹤0.01% 757

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Plante Moran Financial Advisors's BJ Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of BJs Wholesale Club (BJ) in Q1 2025, closing a stake of 61 shares — an estimated $5.45K sold.

Plante Moran Financial Advisors first reported a position in BJ in Q2 2022 and held it in 2 quarters. The position peaked at $5.45K in Q4 2024. 631 funds tracked by Wall St. Rank hold BJ as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining BJs Wholesale Club position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 61 BJs Wholesale Club shares in Q1 2025, an estimated $5.45K.
  • Plante Moran Financial Advisors first reported a position in BJs Wholesale Club in Q2 2022 and held it in 2 quarters.
  • Plante Moran Financial Advisors's BJs Wholesale Club position peaked at $5.45K in Q4 2024.
  • 631 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.