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Tyler-Stone Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Tyler-Stone Wealth Management’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
-150
Closed -$13.2K – 374
2024
Q2 		$13.2K Hold
150
– – 0.01% 611
2024
Q1 		$11.3K Hold
150
– – 0.01% 641
2023
Q4 		$10K Hold
150
– – 0.01% 639
2023
Q3 		$11K Hold
150
– – 0.01% 581
2023
Q2 		$9K Buy
+150
New +$10.4K 0.01% 628
2022
Q4 		$10K Hold
150
– – 0.01% 553
2022
Q3 		$11K Hold
150
– – 0.01% 517
2022
Q2 		$9K Hold
150
– – 0.01% 571
2022
Q1 		$10K Hold
150
– – 0.01% 568
2021
Q4 		$10K Buy
+150
New +$9.36K 0.01% 607

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

Tyler-Stone Wealth Management's BJ Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of BJs Wholesale Club (BJ) in Q3 2024, closing a stake of 150 shares — an estimated $13.2K sold.

Tyler-Stone Wealth Management first reported a position in BJ in Q4 2021 and held it in 10 quarters. The position peaked at $13.2K in Q2 2024. 519 funds tracked by Wall St. Rank hold BJ as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining BJs Wholesale Club position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 150 BJs Wholesale Club shares in Q3 2024, an estimated $13.2K.
  • Tyler-Stone Wealth Management first reported a position in BJs Wholesale Club in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's BJs Wholesale Club position peaked at $13.2K in Q2 2024.
  • 519 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.