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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Altium Wealth Management's BBY Position: Q1 2021 in Review

Altium Wealth Management sold out of Best Buy (BBY) in Q1 2021, closing a stake of 2,194 shares — an estimated $219K sold.

Altium Wealth Management first reported a position in BBY in Q2 2018 and held it in 8 quarters. The position peaked at $266K in Q4 2019. 766 funds tracked by Wall St. Rank hold BBY as of Q1 2021.

  • Altium Wealth Management reported no remaining Best Buy position as of Q1 2021 after selling out during the quarter.
  • Altium Wealth Management sold 2,194 Best Buy shares in Q1 2021, an estimated $219K.
  • Altium Wealth Management first reported a position in Best Buy in Q2 2018 and held it in 8 quarters.
  • Altium Wealth Management's Best Buy position peaked at $266K in Q4 2019.
  • 766 funds tracked by Wall St. Rank held Best Buy as of Q1 2021.

Based on Altium Wealth Management's 13F filing for Q1 2021, filed 6 May 2021.