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

SOA 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	–	Sell	-187	Closed	-$16.8K	–	870
2025 Q4	$16.8K	Hold	187	–	–	﹤0.01%	530
2025 Q3	$17.4K	Hold	187	–	–	﹤0.01%	541
2025 Q2	$20.2K	Hold	187	–	–	﹤0.01%	502
2025 Q1	$21.3K	Hold	187	–	–	﹤0.01%	463
2024 Q4	$16.7K	Hold	187	–	–	﹤0.01%	480
2024 Q3	$15.4K	Hold	187	–	–	﹤0.01%	487
2024 Q2	$16.4K	Hold	187	–	–	﹤0.01%	466
2024 Q1	$14.1K	Hold	187	–	–	﹤0.01%	492
2023 Q4	$12.5K	Hold	187	–	–	﹤0.01%	491
2023 Q3	$13.3K	Hold	187	–	–	﹤0.01%	488
2023 Q2	$11.8K	Hold	187	–	–	﹤0.01%	512
2023 Q1	$14.2K	Hold	187	–	–	﹤0.01%	483
2022 Q4	$12.4K	Hold	187	–	–	﹤0.01%	492
2022 Q3	$13K	Hold	187	–	–	﹤0.01%	461
2022 Q2	$11K	Hold	187	–	–	﹤0.01%	478
2022 Q1	$12K	Hold	187	–	–	﹤0.01%	545
2021 Q4	$12K	Hold	187	–	–	﹤0.01%	531
2021 Q3	$10K	Hold	187	–	–	﹤0.01%	581
2021 Q2	$8K	Hold	187	–	–	﹤0.01%	604
2021 Q1	$8K	Hold	187	–	–	﹤0.01%	537
2020 Q4	$8K	Buy	+187	New	+$7.47K	﹤0.01%	545

Other funds holding BJ

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

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