Sutton Wealth Advisors’s BJ's Restaurants BJRI Stock Holding History

Sutton Wealth Advisors’s Portfolio BJRI Stock Details BJRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-354	Closed	-$9.34K	–	898
2022 Q4	$9.34K	Hold	354	–	–	﹤0.01%	972
2022 Q3	$8.44K	Sell	354 -13	-4%	-$320	﹤0.01%	946
2022 Q2	$7.96K	Sell	367 -156	-30%	-$4.02K	﹤0.01%	971
2022 Q1	$14.8K	Buy	523 +83	+19%	+$2.53K	0.01%	819
2021 Q4	$15.2K	Buy	440 +90	+26%	+$3.2K	0.01%	797
2021 Q3	$14.6K	Hold	350	–	–	0.01%	789
2021 Q2	$17.2K	Hold	350	–	–	0.01%	750
2021 Q1	$20.3K	Hold	350	–	–	0.01%	669
2020 Q4	$13.5K	Hold	350	–	–	0.01%	725
2020 Q3	$10.3K	Hold	350	–	–	0.01%	734
2020 Q2	$7.33K	Buy	+350	New	+$6.93K	﹤0.01%	785
2020 Q1	–	Sell	-391	Closed	-$14.8K	–	1207
2019 Q4	$14.8K	Hold	391	–	–	0.01%	714
2019 Q3	$15.2K	Buy	+391	New	+$15.1K	0.01%	674
2017 Q3	–	Sell	-573	Closed	-$21.3K	–	1081
2017 Q2	$21.3K	Hold	573	–	–	0.02%	499
2017 Q1	$23.1K	Buy	+573	New	+$21.2K	0.02%	463
2016 Q3	–	Sell	-302	Closed	-$13.2K	–	1046
2016 Q2	$13.2K	Hold	302	–	–	0.01%	557
2016 Q1	$12.6K	Buy	+302	New	+$12.9K	0.01%	550

Other funds holding BJRI

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of BJ's Restaurants (BJRI) in Q1 2023, closing a stake of 354 shares — an estimated $9.34K sold.

Sutton Wealth Advisors first reported a position in BJRI in Q1 2016 and held it in 17 quarters. The position peaked at $23.1K in Q1 2017. 143 funds tracked by Wall St. Rank hold BJRI as of Q1 2023.

Sutton Wealth Advisors reported no remaining BJ's Restaurants position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 354 BJ's Restaurants shares in Q1 2023, an estimated $9.34K.
Sutton Wealth Advisors first reported a position in BJ's Restaurants in Q1 2016 and held it in 17 quarters.
Sutton Wealth Advisors's BJ's Restaurants position peaked at $23.1K in Q1 2017.
143 funds tracked by Wall St. Rank held BJ's Restaurants as of Q1 2023.

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