AWE
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Avidian Wealth Enterprises’s Best Buy BBY Stock Holding History

Avidian Wealth Enterprises’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
2022
Q3 		– Sell
-3,761
Closed -$245K – 420
2022
Q2 		$245K Sell
3,761
-57
-1% -$4.75K 0.02% 390
2022
Q1 		$347K Buy
3,818
+844
+28% +$83.6K 0.02% 362
2021
Q4 		$302K Buy
2,974
+278
+10% +$31.6K 0.02% 398
2021
Q3 		$285K Buy
2,696
+687
+34% +$77.2K 0.02% 305
2021
Q2 		$231K Buy
+2,009
New +$234K 0.02% 344

Other funds holding BBY

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Avidian Wealth Enterprises's BBY Position: Q3 2022 in Review

Avidian Wealth Enterprises sold out of Best Buy (BBY) in Q3 2022, closing a stake of 3,761 shares — an estimated $245K sold.

Avidian Wealth Enterprises first reported a position in BBY in Q2 2021 and held it in 5 quarters. The position peaked at $347K in Q1 2022. 745 funds tracked by Wall St. Rank hold BBY as of Q3 2022.

  • Avidian Wealth Enterprises reported no remaining Best Buy position as of Q3 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 3,761 Best Buy shares in Q3 2022, an estimated $245K.
  • Avidian Wealth Enterprises first reported a position in Best Buy in Q2 2021 and held it in 5 quarters.
  • Avidian Wealth Enterprises's Best Buy position peaked at $347K in Q1 2022.
  • 745 funds tracked by Wall St. Rank held Best Buy as of Q3 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2022, filed 3 Nov 2022.