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Cahill Financial Advisors’s Best Buy BBY Stock Holding History

Cahill Financial 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
2022
Q3 		– Sell
-11,905
Closed -$776K – 214
2022
Q2 		$776K Buy
11,905
+5,063
+74% +$422K 0.17% 121
2022
Q1 		$622K Buy
6,842
+378
+6% +$37.5K 0.12% 146
2021
Q4 		$656K Sell
6,464
-1,348
-17% -$153K 0.13% 144
2021
Q3 		$826K Buy
7,812
+2
+0% +$225 0.17% 121
2021
Q2 		$898K Sell
7,810
-63
-0.8% -$7.35K 0.2% 104
2021
Q1 		$904K Sell
7,873
-1,222
-13% -$137K 0.22% 96
2020
Q4 		$908K Buy
9,095
+486
+6% +$54.4K 0.23% 87
2020
Q3 		$958K Buy
8,609
+250
+3% +$25.6K 0.35% 66
2020
Q2 		$730K Buy
8,359
+2,694
+48% +$204K 0.28% 82
2020
Q1 		$323K Buy
5,665
+1,432
+34% +$114K 0.15% 117
2019
Q4 		$372K Buy
+4,233
New +$324K 0.14% 125

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Cahill Financial Advisors's BBY Position: Q3 2022 in Review

Cahill Financial Advisors sold out of Best Buy (BBY) in Q3 2022, closing a stake of 11,905 shares — an estimated $776K sold.

Cahill Financial Advisors first reported a position in BBY in Q4 2019 and held it in 11 quarters. The position peaked at $958K in Q3 2020. 745 funds tracked by Wall St. Rank hold BBY as of Q3 2022.

  • Cahill Financial Advisors reported no remaining Best Buy position as of Q3 2022 after selling out during the quarter.
  • Cahill Financial Advisors sold 11,905 Best Buy shares in Q3 2022, an estimated $776K.
  • Cahill Financial Advisors first reported a position in Best Buy in Q4 2019 and held it in 11 quarters.
  • Cahill Financial Advisors's Best Buy position peaked at $958K in Q3 2020.
  • 745 funds tracked by Wall St. Rank held Best Buy as of Q3 2022.

Based on Cahill Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.