Baker Tilly Wealth Management’s Best Buy BBY Stock Holding History

Baker Tilly 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
2024 Q2	–	Sell	-2,676	Closed	-$220K	–	293
2024 Q1	$220K	Sell	2,676 -34	-1%	-$2.59K	0.04%	397
2023 Q4	$212K	Buy	+2,710	New	+$191K	0.03%	443
2023 Q3	–	Sell	-2,671	Closed	-$219K	–	469
2023 Q2	$219K	Buy	2,671 +71	+3%	+$5.3K	0.02%	510
2023 Q1	$204K	Buy	2,600 +26	+1%	+$2.14K	0.02%	519
2022 Q4	$206K	Buy	+2,574	New	+$189K	0.03%	504
2022 Q2	–	Sell	-2,559	Closed	-$233K	–	496
2022 Q1	$233K	Sell	2,559 -68	-3%	-$6.74K	0.03%	471
2021 Q4	$267K	Buy	2,627 +106	+4%	+$12.1K	0.03%	450
2021 Q3	$266K	Hold	2,521	–	–	0.04%	430
2021 Q2	$290K	Sell	2,521 -181	-7%	-$21.1K	0.05%	404
2021 Q1	$310K	Sell	2,702 -141	-5%	-$15.8K	0.06%	356
2020 Q4	$284K	Buy	+2,843	New	+$318K	0.09%	250

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

RJA

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

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

Baker Tilly Wealth Management's BBY Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Best Buy (BBY) in Q2 2024, closing a stake of 2,676 shares — an estimated $220K sold.

Baker Tilly Wealth Management first reported a position in BBY in Q4 2020 and held it in 11 quarters. The position peaked at $310K in Q1 2021. 828 funds tracked by Wall St. Rank hold BBY as of Q2 2024.

Baker Tilly Wealth Management reported no remaining Best Buy position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 2,676 Best Buy shares in Q2 2024, an estimated $220K.
Baker Tilly Wealth Management first reported a position in Best Buy in Q4 2020 and held it in 11 quarters.
Baker Tilly Wealth Management's Best Buy position peaked at $310K in Q1 2021.
828 funds tracked by Wall St. Rank held Best Buy as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.