Valeo Financial Advisors’s BJs Wholesale Club BJ Stock Holding History

Valeo Financial Advisors’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
2026 Q2	–	Sell	-3,290	Closed	-$324K	–	846
2026 Q1	$324K	Buy	+3,290	New	+$317K	0.01%	522
2021 Q2	–	Sell	-108	Closed	-$5K	–	669
2021 Q1	$5K	Buy	+108	New	+$4.53K	﹤0.01%	1539
2020 Q3	–	Sell	-466	Closed	-$17K	–	1644
2020 Q2	$17K	Hold	466	–	–	﹤0.01%	1110
2020 Q1	$12K	Hold	466	–	–	﹤0.01%	1020
2019 Q4	$11K	Buy	466 +390	+513%	+$9.64K	﹤0.01%	1075
2019 Q3	$2K	Buy	76 +8	+12%	+$199	﹤0.01%	1363
2019 Q2	$2K	Buy	68 +11	+19%	+$293	﹤0.01%	1383
2019 Q1	$2K	Buy	57 +5	+10%	+$128	﹤0.01%	1335
2018 Q4	$1K	Buy	52 +16	+44%	+$368	﹤0.01%	1361
2018 Q3	$1K	Buy	+36	New	+$963	﹤0.01%	1586

Other funds holding BJ

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return