PWAG
BJ icon

Polaris Wealth Advisory Group’s BJs Wholesale Club BJ Stock Holding History

Polaris Wealth Advisory Group’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
2023
Q2 		– Sell
-86,580
Closed -$6.59M – 147
2023
Q1 		$6.59M Sell
86,580
-1,669
-2% -$121K 0.49% 70
2022
Q4 		$6.15M Sell
88,249
-7,971
-8% -$577K 0.46% 72
2022
Q3 		$6.71M Buy
+96,220
New +$6.9M 0.56% 55

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Polaris Wealth Advisory Group's BJ Position: Q2 2023 in Review

Polaris Wealth Advisory Group sold out of BJs Wholesale Club (BJ) in Q2 2023, closing a stake of 86,580 shares — an estimated $6.59M sold.

Polaris Wealth Advisory Group first reported a position in BJ in Q3 2022 and held it in 3 quarters. The position peaked at $6.71M in Q3 2022. 450 funds tracked by Wall St. Rank hold BJ as of Q2 2023.

  • Polaris Wealth Advisory Group reported no remaining BJs Wholesale Club position as of Q2 2023 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 86,580 BJs Wholesale Club shares in Q2 2023, an estimated $6.59M.
  • Polaris Wealth Advisory Group first reported a position in BJs Wholesale Club in Q3 2022 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's BJs Wholesale Club position peaked at $6.71M in Q3 2022.
  • 450 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2023, filed 7 Aug 2023.