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

Wipfli 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
2022
Q3 		$123K Buy
+1,689
New +$121K 0.01% 634

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wipfli Financial Advisors's BJ Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in BJs Wholesale Club (BJ) in Q3 2022: 1,689 shares worth $123K. The stake represents 0.01% of the portfolio and ranks #634 among its holdings.

467 funds tracked by Wall St. Rank hold BJ as of Q3 2022.

  • Wipfli Financial Advisors held 1,689 shares of BJs Wholesale Club worth $123K as of Q3 2022.
  • BJs Wholesale Club was a new Wipfli Financial Advisors position in Q3 2022.
  • BJs Wholesale Club made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #634 holding.
  • 467 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.