TrueWealth LLC’s BJs Wholesale Club BJ Stock Holding History

TrueWealth LLC’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
2020 Q2	$6K	Hold	154	–	–	﹤0.01%	540
2020 Q1	$4K	Hold	154	–	–	﹤0.01%	568
2019 Q4	$4K	Buy	+154	New	+$3.81K	﹤0.01%	587

Other funds holding BJ

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TrueWealth LLC's BJ Position: Q2 2020 in Review

TrueWealth LLC held its BJs Wholesale Club (BJ) position steady in Q2 2020 at 154 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

TrueWealth LLC first reported a position in BJ in Q4 2019 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold BJ as of Q2 2020.

TrueWealth LLC held 154 shares of BJs Wholesale Club worth $6K as of Q2 2020.
TrueWealth LLC left its BJs Wholesale Club share count unchanged in Q2 2020.
BJs Wholesale Club made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #540 holding.
TrueWealth LLC first reported a position in BJs Wholesale Club in Q4 2019 and has held it in 3 quarters since.
287 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.