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Avantax Advisory Services’s Bath & Body Works BBWI Stock Holding History

Avantax Advisory Services’s Portfolio BBWI Stock Details BBWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,340
Closed -$285K – 2238
2024
Q4 		$285K Buy
+7,340
New +$245K ﹤0.01% 1816

Other funds holding BBWI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Avantax Advisory Services's BBWI Position: Q1 2025 in Review

Avantax Advisory Services sold out of Bath & Body Works (BBWI) in Q1 2025, closing a stake of 7,340 shares — an estimated $285K sold.

Avantax Advisory Services first reported a position in BBWI in Q4 2024 and held it in 1 quarter. The position peaked at $285K in Q4 2024. 466 funds tracked by Wall St. Rank hold BBWI as of Q1 2025.

  • Avantax Advisory Services reported no remaining Bath & Body Works position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 7,340 Bath & Body Works shares in Q1 2025, an estimated $285K.
  • Avantax Advisory Services first reported a position in Bath & Body Works in Q4 2024 and held it in 1 quarter.
  • Avantax Advisory Services's Bath & Body Works position peaked at $285K in Q4 2024.
  • 466 funds tracked by Wall St. Rank held Bath & Body Works as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.