Adero Partners’s Best Buy BBY Stock Holding History

Adero Partners’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
2024 Q4	–	Sell	-2,019	Closed	-$209K	–	263
2024 Q3	$209K	Buy	+2,019	New	+$182K	0.01%	214

Other funds holding BBY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Adero Partners's BBY Position: Q4 2024 in Review

Adero Partners sold out of Best Buy (BBY) in Q4 2024, closing a stake of 2,019 shares — an estimated $209K sold.

Adero Partners first reported a position in BBY in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 850 funds tracked by Wall St. Rank hold BBY as of Q4 2024.

Adero Partners reported no remaining Best Buy position as of Q4 2024 after selling out during the quarter.
Adero Partners sold 2,019 Best Buy shares in Q4 2024, an estimated $209K.
Adero Partners first reported a position in Best Buy in Q3 2024 and held it in 1 quarter.
Adero Partners's Best Buy position peaked at $209K in Q3 2024.
850 funds tracked by Wall St. Rank held Best Buy as of Q4 2024.

Based on Adero Partners's 13F filing for Q4 2024, filed 27 Jan 2025.