B. Riley Wealth Advisors’s Best Buy BBY Stock Holding History

B. Riley Wealth Advisors’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
2024 Q3	–	Sell	-2,459	Closed	-$210K	–	1275
2024 Q2	$210K	Buy	+2,459	New	+$195K	0.01%	1216
2023 Q3	–	Sell	-2,842	Closed	-$233K	–	1480
2023 Q2	$233K	Buy	+2,842	New	+$212K	0.01%	1268
2022 Q1	–	Sell	-4,604	Closed	-$468K	–	1393
2021 Q4	$468K	Buy	4,604 +238	+5%	+$27.1K	0.01%	846
2021 Q3	$462K	Sell	4,366 -555	-11%	-$62.3K	0.01%	815
2021 Q2	$566K	Buy	+4,921	New	+$574K	0.02%	710
2021 Q1	–	Sell	-4,539	Closed	-$453K	–	1351
2020 Q4	$453K	Sell	4,539 -807	-15%	-$90.3K	0.02%	570
2020 Q3	$595K	Buy	+5,346	New	+$547K	0.03%	473
2020 Q1	–	Sell	-2,760	Closed	-$243K	–	800
2019 Q4	$243K	Sell	2,760 -1,682	-38%	-$129K	0.02%	690
2019 Q3	$307K	Buy	4,442 +477	+12%	+$33.3K	0.03%	587
2019 Q2	$277K	Buy	+3,965	New	+$277K	0.03%	597
2017 Q4	–	Sell	-3,641	Closed	-$208K	–	644
2017 Q3	$208K	Buy	+3,641	New	+$209K	0.03%	483

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return