BPWA
BBBY

Beacon Pointe Wealth Advisors’s Bed Bath & Beyond Inc BBBY Stock Holding History

Beacon Pointe Wealth Advisors’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
2019
Q3 		– Sell
-15,226
Closed -$177K – 293
2019
Q2 		$177K Hold
15,226
– – 0.04% 258
2019
Q1 		$259K Buy
+15,226
New +$230K 0.06% 223

Other funds holding BBBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Beacon Pointe Wealth Advisors's BBBY Position: Q3 2019 in Review

Beacon Pointe Wealth Advisors sold out of Bed Bath & Beyond Inc (BBBY) in Q3 2019, closing a stake of 15,226 shares — an estimated $177K sold.

Beacon Pointe Wealth Advisors first reported a position in BBBY in Q1 2019 and held it in 2 quarters. The position peaked at $259K in Q1 2019. 292 funds tracked by Wall St. Rank hold BBBY as of Q3 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Bed Bath & Beyond Inc position as of Q3 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 15,226 Bed Bath & Beyond Inc shares in Q3 2019, an estimated $177K.
  • Beacon Pointe Wealth Advisors first reported a position in Bed Bath & Beyond Inc in Q1 2019 and held it in 2 quarters.
  • Beacon Pointe Wealth Advisors's Bed Bath & Beyond Inc position peaked at $259K in Q1 2019.
  • 292 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q3 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.