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

Ropes 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
2020
Q4 		– Sell
-1,000
Closed -$42K – 813
2020
Q3 		$42K Buy
+1,000
New +$41.3K 0.01% 354

Other funds holding BJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ropes Wealth Advisors's BJ Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of BJs Wholesale Club (BJ) in Q4 2020, closing a stake of 1,000 shares — an estimated $42K sold.

Ropes Wealth Advisors first reported a position in BJ in Q3 2020 and held it in 1 quarter. The position peaked at $42K in Q3 2020. 329 funds tracked by Wall St. Rank hold BJ as of Q4 2020.

  • Ropes Wealth Advisors reported no remaining BJs Wholesale Club position as of Q4 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,000 BJs Wholesale Club shares in Q4 2020, an estimated $42K.
  • Ropes Wealth Advisors first reported a position in BJs Wholesale Club in Q3 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's BJs Wholesale Club position peaked at $42K in Q3 2020.
  • 329 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.