VisionPoint Advisory Group’s BJs Wholesale Club BJ Stock Holding History

VisionPoint Advisory Group’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	$235K	Sell	2,697 -148	-5%	-$13.5K	0.04%	420
2026 Q1	$280K	Buy	2,845 +136	+5%	+$13.1K	0.05%	350
2025 Q4	$244K	Buy	2,709 +508	+23%	+$46.6K	0.05%	341
2025 Q3	$205K	Buy	+2,201	New	+$225K	0.04%	385
2024 Q3	–	Sell	-30	Closed	-$2.63K	–	298
2024 Q2	$2.63K	Sell	30 -25	-45%	-$2.02K	﹤0.01%	629
2024 Q1	$4.16K	Buy	55 +7	+15%	+$488	﹤0.01%	569
2023 Q4	$3.2K	Sell	48 -43	-47%	-$2.91K	﹤0.01%	560
2023 Q3	$6.5K	Buy	91 +39	+75%	+$2.62K	﹤0.01%	480
2023 Q2	$3.28K	Buy	+52	New	+$3.6K	﹤0.01%	475

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

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return