Atria Wealth Solutions’s Best Buy BBY Stock Holding History

Atria Wealth Solutions’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	-19,330	Closed	-$1.44M	–	1497
2025 Q1	$1.44M	Buy	19,330 +613	+3%	+$50.5K	0.02%	746
2024 Q4	$1.62M	Sell	18,717 -561	-3%	-$51.2K	0.02%	713
2024 Q3	$2M	Buy	19,278 +3,207	+20%	+$289K	0.02%	635
2024 Q2	$1.37M	Buy	16,071 +1,199	+8%	+$95.2K	0.02%	768
2024 Q1	$1.23M	Buy	14,872 +1,810	+14%	+$138K	0.01%	821
2023 Q4	$1.03M	Buy	13,062 +6,465	+98%	+$455K	0.01%	848
2023 Q3	$461K	Buy	6,597 +66	+1%	+$5.1K	0.01%	1168
2023 Q2	$540K	Buy	6,531 +426	+7%	+$31.8K	0.01%	1117
2023 Q1	$483K	Sell	6,105 -810	-12%	-$66.7K	0.01%	1157
2022 Q4	$560K	Buy	6,915 +3,213	+87%	+$237K	0.01%	1020
2022 Q3	$237K	Sell	3,702 -3,466	-48%	-$257K	﹤0.01%	1454
2022 Q2	$472K	Buy	7,168 +1,610	+29%	+$134K	0.01%	998
2022 Q1	$508K	Buy	+5,558	New	+$551K	0.01%	1060

Other funds holding BBY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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