Atlas Private Wealth Advisors’s Best Buy BBY Stock Holding History

Atlas Private 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
2023 Q4	–	Sell	-11,110	Closed	-$772K	–	164
2023 Q3	$772K	Buy	11,110 +1,000	+10%	+$77.3K	0.15%	86
2023 Q2	$829K	Buy	10,110 +5,038	+99%	+$376K	0.17%	83
2023 Q1	$397K	Hold	5,072	–	–	0.18%	88
2022 Q4	$407K	Sell	5,072 -30	-0.6%	-$2.21K	0.22%	86
2022 Q3	$323K	Sell	5,102 -13	-0.3%	-$963	0.19%	95
2022 Q2	$333K	Buy	+5,115	New	+$426K	0.2%	98
2021 Q2	–	Sell	-20	Closed	-$2K	–	787
2021 Q1	$2K	Buy	20 +9	+82%	+$1.01K	﹤0.01%	724
2020 Q4	$1K	Sell	11 -114	-91%	-$12.8K	﹤0.01%	688
2020 Q3	$14K	Hold	125	–	–	0.01%	352
2020 Q2	$11K	Buy	+125	New	+$9.48K	0.01%	390

Other funds holding BBY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Atlas Private Wealth Advisors's BBY Position: Q4 2023 in Review

Atlas Private Wealth Advisors sold out of Best Buy (BBY) in Q4 2023, closing a stake of 11,110 shares — an estimated $772K sold.

Atlas Private Wealth Advisors first reported a position in BBY in Q2 2020 and held it in 10 quarters. The position peaked at $829K in Q2 2023. 766 funds tracked by Wall St. Rank hold BBY as of Q4 2023.

Atlas Private Wealth Advisors reported no remaining Best Buy position as of Q4 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 11,110 Best Buy shares in Q4 2023, an estimated $772K.
Atlas Private Wealth Advisors first reported a position in Best Buy in Q2 2020 and held it in 10 quarters.
Atlas Private Wealth Advisors's Best Buy position peaked at $829K in Q2 2023.
766 funds tracked by Wall St. Rank held Best Buy as of Q4 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.