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Baystate Wealth Management’s Best Buy BBY Stock Holding History

Baystate 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
2023
Q4 		$7.12K Buy
90
+2
+2% +$141 ﹤0.01% 803
2023
Q3 		$6.15K Buy
88
+1
+1% +$77 ﹤0.01% 660
2023
Q2 		$7.17K Sell
87
-1,082
-93% -$80.8K ﹤0.01% 633
2023
Q1 		$91.5K Sell
1,169
-1,629
-58% -$134K 0.01% 267
2022
Q4 		$224K Buy
2,798
+27
+1% +$1.99K 0.02% 179
2022
Q3 		$176K Buy
2,771
+26
+0.9% +$1.93K 0.02% 188
2022
Q2 		$179K Buy
2,745
+1,886
+220% +$157K 0.02% 190
2022
Q1 		$78K Buy
859
+6
+0.7% +$595 0.01% 269
2021
Q4 		$87K Buy
853
+6
+0.7% +$683 0.01% 254
2021
Q3 		$90K Hold
847
– – 0.01% 231
2021
Q2 		$97K Buy
847
+1
+0.1% +$117 0.01% 208
2021
Q1 		$97K Sell
846
-81
-9% -$9.07K 0.01% 198
2020
Q4 		$93K Buy
927
+1
+0.1% +$112 0.01% 180
2020
Q3 		$103K Buy
926
+76
+9% +$7.77K 0.01% 151
2020
Q2 		$74K Sell
850
-61
-7% -$4.63K 0.01% 185
2020
Q1 		$52K Buy
911
+1
+0.1% +$79 0.01% 193
2019
Q4 		$80K Sell
910
-19
-2% -$1.45K 0.01% 186
2019
Q3 		$64K Hold
929
– – 0.01% 186
2019
Q2 		$65K Buy
929
+78
+9% +$5.44K 0.01% 187
2019
Q1 		$64K Buy
851
+86
+11% +$5.36K 0.01% 184
2018
Q4 		$45K Buy
765
+6
+0.8% +$392 0.01% 211
2018
Q3 		$54K Buy
759
+4
+0.5% +$310 0.01% 193
2018
Q2 		$56K Buy
755
+5
+0.7% +$370 0.01% 176
2018
Q1 		$55K Hold
750
– – 0.01% 183
2017
Q4 		$59K Hold
750
– – 0.01% 185
2017
Q3 		$44K Hold
750
– – 0.01% 195
2017
Q2 		$42K Hold
750
– – 0.01% 194
2017
Q1 		$36K Hold
750
– – 0.01% 202
2016
Q4 		$33K Buy
+750
New +$31.9K 0.01% 179

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baystate Wealth Management's BBY Position: Q4 2023 in Review

Baystate Wealth Management increased its Best Buy (BBY) stake by 2.3% in Q4 2023, buying an estimated $141 and bringing the position to 90 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Baystate Wealth Management first reported a position in BBY in Q4 2016 and has held it in 29 quarters since. The position peaked at $224K in Q4 2022. 767 funds tracked by Wall St. Rank hold BBY as of Q4 2023.

  • Baystate Wealth Management held 90 shares of Best Buy worth $7.12K as of Q4 2023.
  • Baystate Wealth Management bought 2 Best Buy shares in Q4 2023, an estimated $141.
  • Best Buy made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #803 holding.
  • Baystate Wealth Management first reported a position in Best Buy in Q4 2016 and has held it in 29 quarters since.
  • Baystate Wealth Management's Best Buy position peaked at $224K in Q4 2022.
  • 767 funds tracked by Wall St. Rank held Best Buy as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.