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Shine Investment Advisory Services’s BJs Wholesale Club BJ Stock Holding History

Shine Investment Advisory Services’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
Q3 		$10K Hold
247
– – ﹤0.01% 543
2020
Q2 		$9K Sell
247
-113
-31% -$3.47K ﹤0.01% 560
2020
Q1 		$9K Hold
360
– – ﹤0.01% 526
2019
Q4 		$8K Buy
360
+177
+97% +$4.38K ﹤0.01% 604
2019
Q3 		$5K Buy
+183
New +$4.56K ﹤0.01% 650

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Shine Investment Advisory Services's BJ Position: Q3 2020 in Review

Shine Investment Advisory Services held its BJs Wholesale Club (BJ) position steady in Q3 2020 at 247 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Shine Investment Advisory Services first reported a position in BJ in Q3 2019 and has held it in 5 quarters since. 326 funds tracked by Wall St. Rank hold BJ as of Q3 2020.

  • Shine Investment Advisory Services held 247 shares of BJs Wholesale Club worth $10K as of Q3 2020.
  • Shine Investment Advisory Services left its BJs Wholesale Club share count unchanged in Q3 2020.
  • BJs Wholesale Club made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #543 holding.
  • Shine Investment Advisory Services first reported a position in BJs Wholesale Club in Q3 2019 and has held it in 5 quarters since.
  • 326 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.