Safeguard Financial’s BJs Wholesale Club BJ Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-298	Closed	-$18K	–	122
2023 Q2	$18K	Buy	+298	New	+$20.6K	0.01%	273

Other funds holding BJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Safeguard Financial's BJ Position: Q3 2023 in Review

Safeguard Financial sold out of BJs Wholesale Club (BJ) in Q3 2023, closing a stake of 298 shares — an estimated $18K sold.

Safeguard Financial first reported a position in BJ in Q2 2023 and held it in 1 quarter. The position peaked at $18K in Q2 2023. 452 funds tracked by Wall St. Rank hold BJ as of Q3 2023.

Safeguard Financial reported no remaining BJs Wholesale Club position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 298 BJs Wholesale Club shares in Q3 2023, an estimated $18K.
Safeguard Financial first reported a position in BJs Wholesale Club in Q2 2023 and held it in 1 quarter.
Safeguard Financial's BJs Wholesale Club position peaked at $18K in Q2 2023.
452 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.