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Steward Partners Investment Solutions’s BJs Wholesale Club BJ Stock Holding History

Steward Partners Investment Solutions’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
2024
Q1 		– Sell
-2,192
Closed -$146K – 260
2023
Q4 		$146K Buy
+2,192
New +$148K 0.06% 136

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Steward Partners Investment Solutions's BJ Position: Q1 2024 in Review

Steward Partners Investment Solutions sold out of BJs Wholesale Club (BJ) in Q1 2024, closing a stake of 2,192 shares — an estimated $146K sold.

Steward Partners Investment Solutions first reported a position in BJ in Q4 2023 and held it in 1 quarter. The position peaked at $146K in Q4 2023. 482 funds tracked by Wall St. Rank hold BJ as of Q1 2024.

  • Steward Partners Investment Solutions reported no remaining BJs Wholesale Club position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Solutions sold 2,192 BJs Wholesale Club shares in Q1 2024, an estimated $146K.
  • Steward Partners Investment Solutions first reported a position in BJs Wholesale Club in Q4 2023 and held it in 1 quarter.
  • Steward Partners Investment Solutions's BJs Wholesale Club position peaked at $146K in Q4 2023.
  • 482 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.