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Provenance Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History

Provenance Wealth 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
2026
Q1 		$2.76K Hold
28
– – ﹤0.01% 366
2025
Q4 		$2.52K Hold
28
– – ﹤0.01% 370
2025
Q3 		$2.61K Hold
28
– – ﹤0.01% 388
2025
Q2 		$3.02K Hold
28
– – ﹤0.01% 366
2025
Q1 		$3.19K Hold
28
– – ﹤0.01% 375
2024
Q4 		$2.5K Hold
28
– – ﹤0.01% 410
2024
Q3 		$2.31K Hold
28
– – ﹤0.01% 446
2024
Q2 		$2.46K Hold
28
– – ﹤0.01% 363
2024
Q1 		$2.12K Hold
28
– – ﹤0.01% 405
2023
Q4 		$1.87K Sell
28
-1
-3% -$68 ﹤0.01% 463
2023
Q3 		$2.07K Buy
+29
New +$1.95K ﹤0.01% 319

Other funds holding BJ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return