BIAS
BBBY

Beacon Investment Advisory Services’s Bed Bath & Beyond BBBY Stock Holding History

Beacon Investment Advisory Services’s Portfolio BBBY Stock Details BBBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-17,014
Closed -$377K – 282
2022
Q3 		$377K Sell
17,014
-1,422
-8% -$35.7K 0.02% 207
2022
Q2 		$419K Sell
18,436
-81
-0.4% -$2.44K 0.02% 204
2022
Q1 		$740K Buy
18,517
+375
+2% +$16.7K 0.03% 182
2021
Q4 		$973K Buy
18,142
+861
+5% +$65K 0.04% 168
2021
Q3 		$1.22M Buy
17,281
+2,598
+18% +$180K 0.05% 154
2021
Q2 		$1.23M Buy
+14,683
New +$1.07M 0.05% 157

Other funds holding BBBY

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Beacon Investment Advisory Services's BBBY Position: Q4 2022 in Review

Beacon Investment Advisory Services sold out of Bed Bath & Beyond (BBBY) in Q4 2022, closing a stake of 17,014 shares — an estimated $377K sold.

Beacon Investment Advisory Services first reported a position in BBBY in Q2 2021 and held it in 6 quarters. The position peaked at $1.23M in Q2 2021. 213 funds tracked by Wall St. Rank hold BBBY as of Q4 2022.

  • Beacon Investment Advisory Services reported no remaining Bed Bath & Beyond position as of Q4 2022 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 17,014 Bed Bath & Beyond shares in Q4 2022, an estimated $377K.
  • Beacon Investment Advisory Services first reported a position in Bed Bath & Beyond in Q2 2021 and held it in 6 quarters.
  • Beacon Investment Advisory Services's Bed Bath & Beyond position peaked at $1.23M in Q2 2021.
  • 213 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q4 2022.

Based on Beacon Investment Advisory Services's 13F filing for Q4 2022, filed 13 Jan 2023.