TWA
BJ icon

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

TCI 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
Q2 		– Sell
-7
Closed -$533 – 455
2023
Q1 		$533 Sell
7
-502
-99% -$36.5K ﹤0.01% 2205
2022
Q4 		$33.7K Sell
509
-12
-2% -$869 ﹤0.01% 511
2022
Q3 		$38K Sell
521
-20
-4% -$1.43K 0.01% 440
2022
Q2 		$34K Sell
541
-21
-4% -$1.32K 0.01% 474
2022
Q1 		$38K Sell
562
-14
-2% -$879 0.01% 479
2021
Q4 		$39K Buy
576
+101
+21% +$6.3K 0.01% 462
2021
Q3 		$26K Buy
475
+130
+38% +$6.94K ﹤0.01% 580
2021
Q2 		$16K Buy
345
+66
+24% +$3.02K ﹤0.01% 679
2021
Q1 		$13K Buy
+279
New +$11.7K 0.01% 700

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

TCI Wealth Advisors's BJ Position: Q2 2023 in Review

TCI Wealth Advisors sold out of BJs Wholesale Club (BJ) in Q2 2023, closing a stake of 7 shares — an estimated $533 sold.

TCI Wealth Advisors first reported a position in BJ in Q1 2021 and held it in 9 quarters. The position peaked at $39K in Q4 2021. 451 funds tracked by Wall St. Rank hold BJ as of Q2 2023.

  • TCI Wealth Advisors reported no remaining BJs Wholesale Club position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 7 BJs Wholesale Club shares in Q2 2023, an estimated $533.
  • TCI Wealth Advisors first reported a position in BJs Wholesale Club in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's BJs Wholesale Club position peaked at $39K in Q4 2021.
  • 451 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.