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Beverly Hills Private Wealth’s Best Buy BBY Stock Holding History

Beverly Hills Private Wealth’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
-2,398
Closed -$202K – 341
2024
Q2 		$202K Sell
2,398
-181
-7% -$14.4K 0.04% 333
2024
Q1 		$212K Sell
2,579
-115
-4% -$8.75K 0.05% 335
2023
Q4 		$211K Buy
+2,694
New +$190K 0.06% 311

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

Beverly Hills Private Wealth's BBY Position: Q3 2024 in Review

Beverly Hills Private Wealth sold out of Best Buy (BBY) in Q3 2024, closing a stake of 2,398 shares — an estimated $202K sold.

Beverly Hills Private Wealth first reported a position in BBY in Q4 2023 and held it in 3 quarters. The position peaked at $212K in Q1 2024. 873 funds tracked by Wall St. Rank hold BBY as of Q3 2024.

  • Beverly Hills Private Wealth reported no remaining Best Buy position as of Q3 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 2,398 Best Buy shares in Q3 2024, an estimated $202K.
  • Beverly Hills Private Wealth first reported a position in Best Buy in Q4 2023 and held it in 3 quarters.
  • Beverly Hills Private Wealth's Best Buy position peaked at $212K in Q1 2024.
  • 873 funds tracked by Wall St. Rank held Best Buy as of Q3 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.