AWM
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Avior Wealth Management’s Best Buy BBY Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-1,799
Closed -$154K – 880
2024
Q4 		$154K Buy
1,799
+61
+4% +$5.57K 0.01% 785
2024
Q3 		$180K Buy
1,738
+7
+0.4% +$631 0.01% 723
2024
Q2 		$146K Buy
1,731
+280
+19% +$22.2K 0.01% 760
2024
Q1 		$119K Buy
1,451
+1,345
+1,269% +$102K 0.01% 892
2023
Q4 		$8.3K Hold
106
– – ﹤0.01% 1024
2023
Q3 		$7.36K Buy
+106
New +$8.19K ﹤0.01% 1089
2020
Q4 		– Sell
-1,418
Closed -$157K – 972
2020
Q3 		$157K Sell
1,418
-2,027
-59% -$207K 0.02% 396
2020
Q2 		$300K Sell
3,445
-424
-11% -$32.1K 0.05% 330
2020
Q1 		$220K Hold
3,869
– – 0.04% 325
2019
Q4 		$339K Hold
3,869
– – 0.05% 301
2019
Q3 		$266K Sell
3,869
-9
-0.2% -$628 0.05% 323
2019
Q2 		$271K Buy
+3,878
New +$271K 0.05% 316
2017
Q2 		– Sell
-127
Closed -$6K – 448
2017
Q1 		$6K Hold
127
– – ﹤0.01% 396
2016
Q4 		$5K Buy
127
+2
+2% +$85 ﹤0.01% 383
2016
Q3 		$5K Buy
125
+1
+0.8% +$35 ﹤0.01% 382
2016
Q2 		$4K Buy
124
+3
+2% +$94 ﹤0.01% 386
2016
Q1 		$4K Hold
121
– – ﹤0.01% 401
2015
Q4 		$4K Buy
121
+2
+2% +$66 ﹤0.01% 372
2015
Q3 		$4K Buy
119
+1
+0.8% +$34 ﹤0.01% 338
2015
Q2 		$4K Buy
118
+2
+2% +$71 ﹤0.01% 322
2015
Q1 		$4K Hold
116
– – ﹤0.01% 295
2014
Q4 		$5K Buy
116
+1
+0.9% +$35 ﹤0.01% 259
2014
Q3 		$4K Buy
+115
New +$3.61K ﹤0.01% 271

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's BBY Position: Q1 2025 in Review

Avior Wealth Management sold out of Best Buy (BBY) in Q1 2025, closing a stake of 1,799 shares — an estimated $154K sold.

Avior Wealth Management first reported a position in BBY in Q3 2014 and held it in 23 quarters. The position peaked at $339K in Q4 2019. 816 funds tracked by Wall St. Rank hold BBY as of Q1 2025.

  • Avior Wealth Management reported no remaining Best Buy position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,799 Best Buy shares in Q1 2025, an estimated $154K.
  • Avior Wealth Management first reported a position in Best Buy in Q3 2014 and held it in 23 quarters.
  • Avior Wealth Management's Best Buy position peaked at $339K in Q4 2019.
  • 816 funds tracked by Wall St. Rank held Best Buy as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.