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Cassady Schiller Wealth Management’s Best Buy BBY Stock Holding History

Cassady Schiller 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
Q4 		$686 Buy
+8
New +$730 ﹤0.01% 884

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassady Schiller Wealth Management's BBY Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Best Buy (BBY) in Q4 2024: 8 shares worth $686. The stake represents ﹤0.01% of the portfolio and ranks #884 among its holdings.

849 funds tracked by Wall St. Rank hold BBY as of Q4 2024.

  • Cassady Schiller Wealth Management held 8 shares of Best Buy worth $686 as of Q4 2024.
  • Best Buy was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Best Buy made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #884 holding.
  • 849 funds tracked by Wall St. Rank held Best Buy as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.