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Baldwin Wealth Partners’s Best Buy BBY Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-19
Closed -$1.98K – 303
2024
Q3 		$1.98K Buy
+19
New +$1.71K ﹤0.01% 948
2023
Q3 		– Sell
-300
Closed -$24.6K – 756
2023
Q2 		$24.6K Buy
+300
New +$22.4K ﹤0.01% 514
2016
Q2 		– Sell
-16
Closed -$1K – 458
2016
Q1 		$1K Buy
+16
New +$485 ﹤0.01% 475

Other funds holding BBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baldwin Wealth Partners's BBY Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Best Buy (BBY) in Q4 2024, closing a stake of 19 shares — an estimated $1.98K sold.

Baldwin Wealth Partners first reported a position in BBY in Q1 2016 and held it in 3 quarters. The position peaked at $24.6K in Q2 2023. 849 funds tracked by Wall St. Rank hold BBY as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Best Buy position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 19 Best Buy shares in Q4 2024, an estimated $1.98K.
  • Baldwin Wealth Partners first reported a position in Best Buy in Q1 2016 and held it in 3 quarters.
  • Baldwin Wealth Partners's Best Buy position peaked at $24.6K in Q2 2023.
  • 849 funds tracked by Wall St. Rank held Best Buy as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.