Arete Wealth Advisors’s Bed Bath & Beyond BBBY Stock Holding History

Arete Wealth Advisors’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	-9,754	Closed	-$246K	–	429
2023 Q4	$246K	Buy	+9,754	New	+$168K	0.02%	603
2023 Q3	–	Sell	-11,980	Closed	-$355K	–	530
2023 Q2	$355K	Sell	11,980 -593	-5%	-$10.9K	0.03%	446
2023 Q1	$232K	Buy	+12,573	New	+$234K	0.02%	543
2022 Q4	–	Sell	-23,107	Closed	-$511K	–	644
2022 Q3	$511K	Buy	23,107 +716	+3%	+$18K	0.05%	293
2022 Q2	$509K	Buy	+22,391	New	+$673K	0.05%	243
2022 Q1	–	Sell	-13,272	Closed	-$721K	–	514
2021 Q4	$721K	Buy	13,272 +1,198	+10%	+$90.5K	0.06%	224
2021 Q3	$855K	Buy	12,074 +4,016	+50%	+$278K	0.09%	182
2021 Q2	$675K	Buy	+8,058	New	+$586K	0.09%	167

Other funds holding BBBY

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Arete Wealth Advisors's BBBY Position: Q1 2024 in Review

Arete Wealth Advisors sold out of Bed Bath & Beyond (BBBY) in Q1 2024, closing a stake of 9,754 shares — an estimated $246K sold.

Arete Wealth Advisors first reported a position in BBBY in Q2 2021 and held it in 8 quarters. The position peaked at $855K in Q3 2021. 217 funds tracked by Wall St. Rank hold BBBY as of Q1 2024.

Arete Wealth Advisors reported no remaining Bed Bath & Beyond position as of Q1 2024 after selling out during the quarter.
Arete Wealth Advisors sold 9,754 Bed Bath & Beyond shares in Q1 2024, an estimated $246K.
Arete Wealth Advisors first reported a position in Bed Bath & Beyond in Q2 2021 and held it in 8 quarters.
Arete Wealth Advisors's Bed Bath & Beyond position peaked at $855K in Q3 2021.
217 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.