Valeo Financial Advisors’s BJ's Restaurants BJRI Stock Holding History

Valeo Financial Advisors’s Portfolio BJRI Stock Details BJRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,119	Closed	-$19K	–	2036
2020 Q1	$19K	Sell	1,119 -134	-11%	-$4.3K	﹤0.01%	909
2019 Q4	$48K	Hold	1,253	–	–	﹤0.01%	661
2019 Q3	$49K	Sell	1,253 -158	-11%	-$6.09K	0.01%	606
2019 Q2	$62K	Sell	1,411 -226	-14%	-$10.4K	0.01%	541
2019 Q1	$77K	Buy	1,637 +210	+15%	+$10.5K	0.01%	465
2018 Q4	$72K	Buy	+1,427	New	+$86.1K	0.01%	430

Other funds holding BJRI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Valeo Financial Advisors's BJRI Position: Q2 2020 in Review

Valeo Financial Advisors sold out of BJ's Restaurants (BJRI) in Q2 2020, closing a stake of 1,119 shares — an estimated $19K sold.

Valeo Financial Advisors first reported a position in BJRI in Q4 2018 and held it in 6 quarters. The position peaked at $77K in Q1 2019. 144 funds tracked by Wall St. Rank hold BJRI as of Q2 2020.

Valeo Financial Advisors reported no remaining BJ's Restaurants position as of Q2 2020 after selling out during the quarter.
Valeo Financial Advisors sold 1,119 BJ's Restaurants shares in Q2 2020, an estimated $19K.
Valeo Financial Advisors first reported a position in BJ's Restaurants in Q4 2018 and held it in 6 quarters.
Valeo Financial Advisors's BJ's Restaurants position peaked at $77K in Q1 2019.
144 funds tracked by Wall St. Rank held BJ's Restaurants as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.