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Center for Financial Planning’s Bath & Body Works BBWI Stock Holding History

Center for Financial Planning’s Portfolio BBWI Stock Details BBWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-302
Closed -$11.7K – 708
2024
Q4 		$11.7K Hold
302
– – ﹤0.01% 405
2024
Q3 		$9.64K Hold
302
– – ﹤0.01% 402
2024
Q2 		$11.8K Hold
302
– – ﹤0.01% 375
2024
Q1 		$15.1K Buy
+302
New +$13.6K ﹤0.01% 351

Other funds holding BBWI

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Center for Financial Planning's BBWI Position: Q1 2025 in Review

Center for Financial Planning sold out of Bath & Body Works (BBWI) in Q1 2025, closing a stake of 302 shares — an estimated $11.7K sold.

Center for Financial Planning first reported a position in BBWI in Q1 2024 and held it in 4 quarters. The position peaked at $15.1K in Q1 2024. 465 funds tracked by Wall St. Rank hold BBWI as of Q1 2025.

  • Center for Financial Planning reported no remaining Bath & Body Works position as of Q1 2025 after selling out during the quarter.
  • Center for Financial Planning sold 302 Bath & Body Works shares in Q1 2025, an estimated $11.7K.
  • Center for Financial Planning first reported a position in Bath & Body Works in Q1 2024 and held it in 4 quarters.
  • Center for Financial Planning's Bath & Body Works position peaked at $15.1K in Q1 2024.
  • 465 funds tracked by Wall St. Rank held Bath & Body Works as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.