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Berman Capital Advisors’s Best Buy BBY Stock Holding History

Berman Capital 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
2021
Q3 		$97K Buy
922
+114
+14% +$12.8K 0.02% 445
2021
Q2 		$92K Buy
808
+357
+79% +$41.7K 0.01% 408
2021
Q1 		$51K Buy
451
+67
+17% +$7.5K 0.01% 470
2020
Q4 		$37K Buy
384
+13
+4% +$1.45K 0.01% 485
2020
Q3 		$40K Buy
371
+40
+12% +$4.09K 0.01% 404
2020
Q2 		$28K Sell
331
-34
-9% -$2.58K 0.01% 454
2020
Q1 		$19K Buy
365
+21
+6% +$1.67K 0.01% 499
2019
Q4 		$29K Buy
344
+98
+40% +$7.5K 0.01% 435
2019
Q3 		$16K Buy
246
+16
+7% +$1.12K 0.01% 564
2019
Q2 		$16K Hold
230
– – 0.01% 572
2019
Q1 		$16K Buy
230
+118
+105% +$7.36K 0.01% 505
2018
Q4 		$5K Buy
+112
New +$7.32K ﹤0.01% 669

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berman Capital Advisors's BBY Position: Q3 2021 in Review

Berman Capital Advisors increased its Best Buy (BBY) stake by 14% in Q3 2021, buying an estimated $12.8K and bringing the position to 922 shares worth $97K. The position accounts for 0.02% of the portfolio, ranked #445.

Berman Capital Advisors first reported a position in BBY in Q4 2018 and has held it in 12 quarters since. 790 funds tracked by Wall St. Rank hold BBY as of Q3 2021.

  • Berman Capital Advisors held 922 shares of Best Buy worth $97K as of Q3 2021.
  • Berman Capital Advisors bought 114 Best Buy shares in Q3 2021, an estimated $12.8K.
  • Best Buy made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #445 holding.
  • Berman Capital Advisors first reported a position in Best Buy in Q4 2018 and has held it in 12 quarters since.
  • 790 funds tracked by Wall St. Rank held Best Buy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.