AWM
BBBY

AE Wealth Management’s Bed Bath & Beyond BBBY Stock Holding History

AE Wealth Management’s Portfolio BBBY Stock Details BBBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,880
Closed -$266K – 1268
2023
Q4 		$266K Buy
+12,880
New +$222K ﹤0.01% 1770

Other funds holding BBBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JCM
JAT Capital Management Greenwich, Connecticut $59.3M AUM 134.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

AE Wealth Management's BBBY Position: Q1 2024 in Review

AE Wealth Management sold out of Bed Bath & Beyond (BBBY) in Q1 2024, closing a stake of 12,880 shares — an estimated $266K sold.

AE Wealth Management first reported a position in BBBY in Q4 2023 and held it in 1 quarter. The position peaked at $266K in Q4 2023. 217 funds tracked by Wall St. Rank hold BBBY as of Q1 2024.

  • AE Wealth Management reported no remaining Bed Bath & Beyond position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 12,880 Bed Bath & Beyond shares in Q1 2024, an estimated $266K.
  • AE Wealth Management first reported a position in Bed Bath & Beyond in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's Bed Bath & Beyond position peaked at $266K in Q4 2023.
  • 217 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.