WAM
BJ icon

World Asset Management’s BJs Wholesale Club BJ Stock Holding History

World Asset Management’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
2021
Q3 		$252K Sell
4,586
-222
-5% -$11.8K 0.03% 704
2021
Q2 		$229K Sell
4,808
-212
-4% -$9.71K 0.02% 802
2021
Q1 		$224K Sell
5,020
-350
-7% -$14.7K 0.02% 823
2020
Q4 		$200K Sell
5,370
-131
-2% -$5.23K 0.02% 803
2020
Q3 		$229K Buy
+5,501
New +$227K 0.02% 687

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

World Asset Management's BJ Position: Q3 2021 in Review

World Asset Management reduced its BJs Wholesale Club (BJ) stake by 4.6% in Q3 2021, selling an estimated $11.8K and leaving 4,586 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #704.

World Asset Management first reported a position in BJ in Q3 2020 and has held it in 5 quarters since. 323 funds tracked by Wall St. Rank hold BJ as of Q3 2021.

  • World Asset Management held 4,586 shares of BJs Wholesale Club worth $252K as of Q3 2021.
  • World Asset Management sold 222 BJs Wholesale Club shares in Q3 2021, an estimated $11.8K.
  • BJs Wholesale Club made up 0.03% of World Asset Management's portfolio in Q3 2021, its #704 holding.
  • World Asset Management first reported a position in BJs Wholesale Club in Q3 2020 and has held it in 5 quarters since.
  • 323 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.