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Triad Wealth Partners’s BJs Wholesale Club BJ Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-59
Closed -$5.18K – 150
2024
Q2 		$5.18K Buy
+59
New +$4.78K ﹤0.01% 558

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Triad Wealth Partners's BJ Position: Q3 2024 in Review

Triad Wealth Partners sold out of BJs Wholesale Club (BJ) in Q3 2024, closing a stake of 59 shares — an estimated $5.18K sold.

Triad Wealth Partners first reported a position in BJ in Q2 2024 and held it in 1 quarter. The position peaked at $5.18K in Q2 2024. 519 funds tracked by Wall St. Rank hold BJ as of Q3 2024.

  • Triad Wealth Partners reported no remaining BJs Wholesale Club position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 59 BJs Wholesale Club shares in Q3 2024, an estimated $5.18K.
  • Triad Wealth Partners first reported a position in BJs Wholesale Club in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's BJs Wholesale Club position peaked at $5.18K in Q2 2024.
  • 519 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.