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CWM
CarsonAllaria Wealth Management’s
Best Buy
BBY
Stock Holding History
CarsonAllaria Wealth Management’s Portfolio
BBY Stock Details
BBY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-22
Closed
-$1.48K
–
99
2025
Q2
$1.48K
Hold
22
–
–
﹤0.01%
330
2025
Q1
$1.62K
Hold
22
–
–
﹤0.01%
332
2024
Q4
$1.89K
Hold
22
–
–
﹤0.01%
314
2024
Q3
$2.27K
Hold
22
–
–
﹤0.01%
337
2024
Q2
$1.85K
Sell
22
-50
-69%
-$3.97K
﹤0.01%
330
2024
Q1
$5.91K
Hold
72
–
–
﹤0.01%
281
2023
Q4
$5.64K
Buy
72
+50
+227%
+$3.52K
﹤0.01%
252
2023
Q3
$1.53K
Hold
22
–
–
﹤0.01%
317
2023
Q2
$1.8K
Hold
22
–
–
﹤0.01%
326
2023
Q1
$1.72K
Hold
22
–
–
﹤0.01%
308
2022
Q4
$2K
Hold
22
–
–
﹤0.01%
278
2022
Q3
$1K
Hold
22
–
–
﹤0.01%
302
2022
Q2
$1K
Hold
22
–
–
﹤0.01%
299
2022
Q1
$2K
Hold
22
–
–
﹤0.01%
298
2021
Q4
$2K
Buy
+22
New
+$2.5K
﹤0.01%
312
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1-Year Est. Return
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1-Year Est. Return
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$654B AUM
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1-Year Est. Return
AQR Capital Management
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$218B AUM
29.41%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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