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Toth Financial Advisory’s BJs Wholesale Club BJ Stock Holding History

Toth Financial Advisory’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
2022
Q4 		– Sell
-11,380
Closed -$829K – 723
2022
Q3 		$829K Buy
11,380
+7,530
+196% +$540K 0.15% 110
2022
Q2 		$240K Buy
+3,850
New +$242K 0.04% 167

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Toth Financial Advisory's BJ Position: Q4 2022 in Review

Toth Financial Advisory sold out of BJs Wholesale Club (BJ) in Q4 2022, closing a stake of 11,380 shares — an estimated $829K sold.

Toth Financial Advisory first reported a position in BJ in Q2 2022 and held it in 2 quarters. The position peaked at $829K in Q3 2022. 499 funds tracked by Wall St. Rank hold BJ as of Q4 2022.

  • Toth Financial Advisory reported no remaining BJs Wholesale Club position as of Q4 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 11,380 BJs Wholesale Club shares in Q4 2022, an estimated $829K.
  • Toth Financial Advisory first reported a position in BJs Wholesale Club in Q2 2022 and held it in 2 quarters.
  • Toth Financial Advisory's BJs Wholesale Club position peaked at $829K in Q3 2022.
  • 499 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2022.

Based on Toth Financial Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.