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Roble Belko & Company’s BJs Wholesale Club BJ Stock Holding History

Roble Belko & Company’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
-40
Closed -$2K – 317
2022
Q2 		$2K Hold
40
– – ﹤0.01% 287
2022
Q1 		$3K Buy
+40
New +$2.51K ﹤0.01% 331

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BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Roble Belko & Company's BJ Position: Q3 2022 in Review

Roble Belko & Company sold out of BJs Wholesale Club (BJ) in Q3 2022, closing a stake of 40 shares — an estimated $2K sold.

Roble Belko & Company first reported a position in BJ in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 467 funds tracked by Wall St. Rank hold BJ as of Q3 2022.

  • Roble Belko & Company reported no remaining BJs Wholesale Club position as of Q3 2022 after selling out during the quarter.
  • Roble Belko & Company sold 40 BJs Wholesale Club shares in Q3 2022, an estimated $2K.
  • Roble Belko & Company first reported a position in BJs Wholesale Club in Q1 2022 and held it in 2 quarters.
  • Roble Belko & Company's BJs Wholesale Club position peaked at $3K in Q1 2022.
  • 467 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2022.

Based on Roble Belko & Company's 13F filing for Q3 2022, filed 14 Nov 2022.