AAS
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Avantax Advisory Services’s Best Buy BBY Stock Holding History

Avantax Advisory Services’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 		$534K Buy
7,948
+373
+5% +$25.3K ﹤0.01% 1553
2025
Q1 		$558K Sell
7,575
-663
-8% -$54.7K ﹤0.01% 1444
2024
Q4 		$707K Buy
8,238
+974
+13% +$88.9K ﹤0.01% 1234
2024
Q3 		$750K Sell
7,264
-1,469
-17% -$132K ﹤0.01% 1168
2024
Q2 		$736K Buy
8,733
+4,663
+115% +$370K 0.01% 1140
2024
Q1 		$334K Sell
4,070
-220
-5% -$16.7K ﹤0.01% 1243
2023
Q4 		$336K Sell
4,290
-428
-9% -$30.1K ﹤0.01% 1183
2023
Q3 		$328K Buy
4,718
+441
+10% +$34.1K ﹤0.01% 1147
2023
Q2 		$350K Sell
4,277
-264
-6% -$19.7K ﹤0.01% 1098
2023
Q1 		$355K Buy
4,541
+290
+7% +$23.9K ﹤0.01% 1064
2022
Q4 		$341K Buy
4,251
+102
+2% +$7.51K ﹤0.01% 1036
2022
Q3 		$263K Buy
4,149
+727
+21% +$53.8K ﹤0.01% 1064
2022
Q2 		$223K Buy
3,422
+1,036
+43% +$86.3K ﹤0.01% 1158
2022
Q1 		$219K Sell
2,386
-150
-6% -$14.9K ﹤0.01% 1151
2021
Q4 		$258K Sell
2,536
-1,992
-44% -$227K ﹤0.01% 1054
2021
Q3 		$479K Sell
4,528
-138
-3% -$15.5K 0.01% 738
2021
Q2 		$538K Buy
4,666
+74
+2% +$8.64K 0.01% 681
2021
Q1 		$528K Buy
4,592
+200
+5% +$22.4K 0.01% 604
2020
Q4 		$435K Sell
4,392
-1,614
-27% -$181K 0.01% 594
2020
Q3 		$668K Buy
6,006
+1,715
+40% +$175K 0.01% 696
2020
Q2 		$373K Buy
+4,291
New +$325K 0.01% 564

Other funds holding BBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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

Avantax Advisory Services's BBY Position: Q2 2025 in Review

Avantax Advisory Services increased its Best Buy (BBY) stake by 4.9% in Q2 2025, buying an estimated $25.3K and bringing the position to 7,948 shares worth $534K. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Avantax Advisory Services first reported a position in BBY in Q2 2020 and has held it in 21 quarters since. The position peaked at $750K in Q3 2024. 814 funds tracked by Wall St. Rank hold BBY as of Q2 2025.

  • Avantax Advisory Services held 7,948 shares of Best Buy worth $534K as of Q2 2025.
  • Avantax Advisory Services bought 373 Best Buy shares in Q2 2025, an estimated $25.3K.
  • Best Buy made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1553 holding.
  • Avantax Advisory Services first reported a position in Best Buy in Q2 2020 and has held it in 21 quarters since.
  • Avantax Advisory Services's Best Buy position peaked at $750K in Q3 2024.
  • 814 funds tracked by Wall St. Rank held Best Buy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.