AWM
BBY icon

Accel Wealth Management’s Best Buy BBY Stock Holding History

Accel Wealth Management’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-87
Closed -$6.81K – 231
2023
Q1 		$6.81K Hold
87
– – ﹤0.01% 969
2022
Q4 		$6.98K Hold
87
– – ﹤0.01% 772
2022
Q3 		$6K Hold
87
– – ﹤0.01% 811
2022
Q2 		$6K Hold
87
– – ﹤0.01% 775
2022
Q1 		$8K Sell
87
-20
-19% -$1.98K ﹤0.01% 734
2021
Q4 		$11K Buy
107
+20
+23% +$2.28K 0.01% 688
2021
Q3 		$9K Sell
87
-20
-19% -$2.25K 0.01% 657
2021
Q2 		$12K Buy
107
+88
+463% +$10.3K 0.01% 653
2021
Q1 		$2K Hold
19
– – ﹤0.01% 817
2020
Q4 		$2K Buy
+19
New +$2.13K ﹤0.01% 776

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Accel Wealth Management's BBY Position: Q2 2023 in Review

Accel Wealth Management sold out of Best Buy (BBY) in Q2 2023, closing a stake of 87 shares — an estimated $6.81K sold.

Accel Wealth Management first reported a position in BBY in Q4 2020 and held it in 10 quarters. The position peaked at $12K in Q2 2021. 737 funds tracked by Wall St. Rank hold BBY as of Q2 2023.

  • Accel Wealth Management reported no remaining Best Buy position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 87 Best Buy shares in Q2 2023, an estimated $6.81K.
  • Accel Wealth Management first reported a position in Best Buy in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Best Buy position peaked at $12K in Q2 2021.
  • 737 funds tracked by Wall St. Rank held Best Buy as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.