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

Sutton 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
2023 Q1	–	Sell	-13	Closed	-$860	–	897
2022 Q4	$860	Hold	13	–	–	﹤0.01%	1367
2022 Q3	$947	Hold	13	–	–	﹤0.01%	1311
2022 Q2	$810	Sell	13 -1	-7%	-$63	﹤0.01%	1344
2022 Q1	$947	Sell	14 -2	-13%	-$126	﹤0.01%	1356
2021 Q4	$1.07K	Buy	+16	New	+$999	﹤0.01%	1312

Other funds holding BJ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

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

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

Sutton Wealth Advisors's BJ Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of BJs Wholesale Club (BJ) in Q1 2023, closing a stake of 13 shares — an estimated $860 sold.

Sutton Wealth Advisors first reported a position in BJ in Q4 2021 and held it in 5 quarters. The position peaked at $1.07K in Q4 2021. 514 funds tracked by Wall St. Rank hold BJ as of Q1 2023.

Sutton Wealth Advisors reported no remaining BJs Wholesale Club position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 13 BJs Wholesale Club shares in Q1 2023, an estimated $860.
Sutton Wealth Advisors first reported a position in BJs Wholesale Club in Q4 2021 and held it in 5 quarters.
Sutton Wealth Advisors's BJs Wholesale Club position peaked at $1.07K in Q4 2021.
514 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.