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TrustCore Financial Services’s BJs Wholesale Club BJ Stock Holding History

TrustCore Financial Services’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
2021
Q3 		– Sell
-54
Closed -$3K – 1026
2021
Q2 		$3K Buy
+54
New +$2.47K ﹤0.01% 888

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PI
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TrustCore Financial Services's BJ Position: Q3 2021 in Review

TrustCore Financial Services sold out of BJs Wholesale Club (BJ) in Q3 2021, closing a stake of 54 shares — an estimated $3K sold.

TrustCore Financial Services first reported a position in BJ in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 323 funds tracked by Wall St. Rank hold BJ as of Q3 2021.

  • TrustCore Financial Services reported no remaining BJs Wholesale Club position as of Q3 2021 after selling out during the quarter.
  • TrustCore Financial Services sold 54 BJs Wholesale Club shares in Q3 2021, an estimated $3K.
  • TrustCore Financial Services first reported a position in BJs Wholesale Club in Q2 2021 and held it in 1 quarter.
  • TrustCore Financial Services's BJs Wholesale Club position peaked at $3K in Q2 2021.
  • 323 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2021.

Based on TrustCore Financial Services's 13F filing for Q3 2021, filed 8 Nov 2021.