WealthPLAN Partners’s BJs Wholesale Club BJ Stock Holding History

WealthPLAN Partners’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
2023 Q2	–	Sell	-282	Closed	-$21.5K	–	1273
2023 Q1	$21.5K	Buy	+282	New	+$20.5K	﹤0.01%	714

Other funds holding BJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

WealthPLAN Partners's BJ Position: Q2 2023 in Review

WealthPLAN Partners sold out of BJs Wholesale Club (BJ) in Q2 2023, closing a stake of 282 shares — an estimated $21.5K sold.

WealthPLAN Partners first reported a position in BJ in Q1 2023 and held it in 1 quarter. The position peaked at $21.5K in Q1 2023. 450 funds tracked by Wall St. Rank hold BJ as of Q2 2023.

WealthPLAN Partners reported no remaining BJs Wholesale Club position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 282 BJs Wholesale Club shares in Q2 2023, an estimated $21.5K.
WealthPLAN Partners first reported a position in BJs Wholesale Club in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's BJs Wholesale Club position peaked at $21.5K in Q1 2023.
450 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.