AWM
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Altium Wealth Management’s Best Buy BBY Stock Holding History

Altium 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
2021
Q1 		– Sell
-2,194
Closed -$219K – 382
2020
Q4 		$219K Buy
2,194
+89
+4% +$9.95K 0.02% 322
2020
Q3 		$234K Buy
+2,105
New +$215K 0.02% 298
2020
Q1 		– Sell
-3,034
Closed -$266K – 329
2019
Q4 		$266K Sell
3,034
-246
-8% -$18.8K 0.03% 233
2019
Q3 		$226K Buy
3,280
+85
+3% +$5.93K 0.03% 250
2019
Q2 		$223K Buy
3,195
+66
+2% +$4.6K 0.03% 248
2019
Q1 		$222K Buy
+3,129
New +$195K 0.04% 249
2018
Q4 		– Sell
-3,018
Closed -$240K – 277
2018
Q3 		$240K Buy
3,018
+232
+8% +$18K 0.05% 247
2018
Q2 		$208K Buy
+2,786
New +$206K 0.06% 245

Other funds holding BBY

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return