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Beacon Investment Advisors’s Best Buy BBY Stock Holding History

Beacon Investment 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
-4,465
Closed -$376K – 153
2024
Q2 		$376K Buy
4,465
+15
+0.3% +$1.19K 0.19% 116
2024
Q1 		$365K Buy
4,450
+14
+0.3% +$1.06K 0.21% 101
2023
Q4 		$347K Buy
4,436
+16
+0.4% +$1.13K 0.22% 98
2023
Q3 		$307K Buy
4,420
+14
+0.3% +$1.08K 0.22% 99
2023
Q2 		$361K Buy
4,406
+14
+0.3% +$1.05K 0.25% 96
2023
Q1 		$344K Buy
4,392
+17
+0.4% +$1.4K 0.25% 98
2022
Q4 		$351K Buy
+4,375
New +$322K 0.29% 91

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

Beacon Investment Advisors's BBY Position: Q3 2024 in Review

Beacon Investment Advisors sold out of Best Buy (BBY) in Q3 2024, closing a stake of 4,465 shares — an estimated $376K sold.

Beacon Investment Advisors first reported a position in BBY in Q4 2022 and held it in 7 quarters. The position peaked at $376K in Q2 2024. 873 funds tracked by Wall St. Rank hold BBY as of Q3 2024.

  • Beacon Investment Advisors reported no remaining Best Buy position as of Q3 2024 after selling out during the quarter.
  • Beacon Investment Advisors sold 4,465 Best Buy shares in Q3 2024, an estimated $376K.
  • Beacon Investment Advisors first reported a position in Best Buy in Q4 2022 and held it in 7 quarters.
  • Beacon Investment Advisors's Best Buy position peaked at $376K in Q2 2024.
  • 873 funds tracked by Wall St. Rank held Best Buy as of Q3 2024.

Based on Beacon Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.