Amplius Wealth Advisors’s Best Buy BBY Stock Holding History

Amplius Wealth 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
2022 Q1	–	Sell	-127	Closed	-$12K	–	243
2021 Q4	$12K	Buy	+127	New	+$14.5K	﹤0.01%	565

Other funds holding BBY

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Amplius Wealth Advisors's BBY Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Best Buy (BBY) in Q1 2022, closing a stake of 127 shares — an estimated $12K sold.

Amplius Wealth Advisors first reported a position in BBY in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 799 funds tracked by Wall St. Rank hold BBY as of Q1 2022.

Amplius Wealth Advisors reported no remaining Best Buy position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 127 Best Buy shares in Q1 2022, an estimated $12K.
Amplius Wealth Advisors first reported a position in Best Buy in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Best Buy position peaked at $12K in Q4 2021.
799 funds tracked by Wall St. Rank held Best Buy as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.