WAP
BJRI icon

Wealthcare Advisory Partners’s BJ's Restaurants BJRI Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-100
Closed -$6K – 691
2021
Q1 		$6K Buy
+100
New +$5.24K ﹤0.01% 1582

Other funds holding BJRI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wealthcare Advisory Partners's BJRI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of BJ's Restaurants (BJRI) in Q2 2021, closing a stake of 100 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in BJRI in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 161 funds tracked by Wall St. Rank hold BJRI as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining BJ's Restaurants position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 100 BJ's Restaurants shares in Q2 2021, an estimated $6K.
  • Wealthcare Advisory Partners first reported a position in BJ's Restaurants in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's BJ's Restaurants position peaked at $6K in Q1 2021.
  • 161 funds tracked by Wall St. Rank held BJ's Restaurants as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.