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Bullock Wealth Management’s Best Buy BBY Stock Holding History

Bullock Wealth Management’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
Q2 		– Sell
-17
Closed -$1.39K – 572
2024
Q1 		$1.39K Buy
+17
New +$1.29K ﹤0.01% 503

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bullock Wealth Management's BBY Position: Q2 2024 in Review

Bullock Wealth Management sold out of Best Buy (BBY) in Q2 2024, closing a stake of 17 shares — an estimated $1.39K sold.

Bullock Wealth Management first reported a position in BBY in Q1 2024 and held it in 1 quarter. The position peaked at $1.39K in Q1 2024. 829 funds tracked by Wall St. Rank hold BBY as of Q2 2024.

  • Bullock Wealth Management reported no remaining Best Buy position as of Q2 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 17 Best Buy shares in Q2 2024, an estimated $1.39K.
  • Bullock Wealth Management first reported a position in Best Buy in Q1 2024 and held it in 1 quarter.
  • Bullock Wealth Management's Best Buy position peaked at $1.39K in Q1 2024.
  • 829 funds tracked by Wall St. Rank held Best Buy as of Q2 2024.

Based on Bullock Wealth Management's 13F filing for Q2 2024, filed 24 Sep 2026.