Avantax Planning Partners’s Best Buy BBY Stock Holding History

Avantax Planning Partners’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	-2,832	Closed	-$208K	–	448
2025 Q1	$208K	Sell	2,832 -156	-5%	-$12.9K	0.01%	408
2024 Q4	$256K	Hold	2,988	–	–	0.01%	364
2024 Q3	$309K	Sell	2,988 -94	-3%	-$8.47K	0.01%	326
2024 Q2	$260K	Sell	3,082 -213	-6%	-$16.9K	0.01%	387
2024 Q1	$270K	Buy	+3,295	New	+$251K	0.01%	383
2018 Q4	–	Sell	-415	Closed	-$33K	–	367
2018 Q3	$33K	Buy	+415	New	+$32.1K	﹤0.01%	578
2018 Q2	–	Sell	-374	Closed	-$26K	–	356
2018 Q1	$26K	Buy	+374	New	+$26.9K	﹤0.01%	685

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

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 New York $1.56T AUM 27.86% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Planning Partners's BBY Position: Q2 2025 in Review

Avantax Planning Partners sold out of Best Buy (BBY) in Q2 2025, closing a stake of 2,832 shares — an estimated $208K sold.

Avantax Planning Partners first reported a position in BBY in Q1 2018 and held it in 7 quarters. The position peaked at $309K in Q3 2024. 814 funds tracked by Wall St. Rank hold BBY as of Q2 2025.

Avantax Planning Partners reported no remaining Best Buy position as of Q2 2025 after selling out during the quarter.
Avantax Planning Partners sold 2,832 Best Buy shares in Q2 2025, an estimated $208K.
Avantax Planning Partners first reported a position in Best Buy in Q1 2018 and held it in 7 quarters.
Avantax Planning Partners's Best Buy position peaked at $309K in Q3 2024.
814 funds tracked by Wall St. Rank held Best Buy as of Q2 2025.

Based on Avantax Planning Partners's 13F filing for Q2 2025, filed 11 Aug 2025.