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American Trust Investment Advisors’s Best Buy BBY Stock Holding History

American Trust Investment Advisors’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
2025
Q2 		– Sell
-10,240
Closed -$754K – 86
2025
Q1 		$754K Buy
10,240
+2,505
+32% +$207K 0.32% 67
2024
Q4 		$664K Buy
7,735
+1,920
+33% +$175K 0.27% 68
2024
Q3 		$601K Buy
+5,815
New +$524K 0.25% 59

Other funds holding BBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Trust Investment Advisors's BBY Position: Q2 2025 in Review

American Trust Investment Advisors sold out of Best Buy (BBY) in Q2 2025, closing a stake of 10,240 shares — an estimated $754K sold.

American Trust Investment Advisors first reported a position in BBY in Q3 2024 and held it in 3 quarters. The position peaked at $754K in Q1 2025. 815 funds tracked by Wall St. Rank hold BBY as of Q2 2025.

  • American Trust Investment Advisors reported no remaining Best Buy position as of Q2 2025 after selling out during the quarter.
  • American Trust Investment Advisors sold 10,240 Best Buy shares in Q2 2025, an estimated $754K.
  • American Trust Investment Advisors first reported a position in Best Buy in Q3 2024 and held it in 3 quarters.
  • American Trust Investment Advisors's Best Buy position peaked at $754K in Q1 2025.
  • 815 funds tracked by Wall St. Rank held Best Buy as of Q2 2025.

Based on American Trust Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.