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

Avitas 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
2021
Q2 		– Sell
-32,615
Closed -$3.75M – 200
2021
Q1 		$3.75M Sell
32,615
-106
-0.3% -$11.9K 0.73% 43
2020
Q4 		$3.27M Buy
32,721
+8,845
+37% +$989K 0.66% 48
2020
Q3 		$2.66M Buy
23,876
+111
+0.5% +$11.3K 0.74% 44
2020
Q2 		$2.07M Buy
23,765
+3,780
+19% +$287K 0.69% 57
2020
Q1 		$1.14M Sell
19,985
-11,877
-37% -$942K 0.52% 74
2019
Q4 		$2.8M Buy
+31,862
New +$2.44M 0.72% 64

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avitas Wealth Management's BBY Position: Q2 2021 in Review

Avitas Wealth Management sold out of Best Buy (BBY) in Q2 2021, closing a stake of 32,615 shares — an estimated $3.75M sold.

Avitas Wealth Management first reported a position in BBY in Q4 2019 and held it in 6 quarters. The position peaked at $3.75M in Q1 2021. 763 funds tracked by Wall St. Rank hold BBY as of Q2 2021.

  • Avitas Wealth Management reported no remaining Best Buy position as of Q2 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 32,615 Best Buy shares in Q2 2021, an estimated $3.75M.
  • Avitas Wealth Management first reported a position in Best Buy in Q4 2019 and held it in 6 quarters.
  • Avitas Wealth Management's Best Buy position peaked at $3.75M in Q1 2021.
  • 763 funds tracked by Wall St. Rank held Best Buy as of Q2 2021.

Based on Avitas Wealth Management's 13F filing for Q2 2021, filed 12 Jul 2021.