Claro Advisors’s Best Buy BBY Stock Holding History

Claro 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
2025 Q1	–	Sell	-2,861	Closed	-$246K	–	512
2024 Q4	$246K	Buy	2,861 +154	+6%	+$14.1K	0.03%	409
2024 Q3	$280K	Buy	+2,707	New	+$244K	0.04%	401
2019 Q1	–	Sell	-31	Closed	-$2K	–	220
2018 Q4	$2K	Buy	+31	New	+$2.02K	﹤0.01%	897

Other funds holding BBY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claro Advisors's BBY Position: Q1 2025 in Review

Claro Advisors sold out of Best Buy (BBY) in Q1 2025, closing a stake of 2,861 shares — an estimated $246K sold.

Claro Advisors first reported a position in BBY in Q4 2018 and held it in 3 quarters. The position peaked at $280K in Q3 2024. 816 funds tracked by Wall St. Rank hold BBY as of Q1 2025.

Claro Advisors reported no remaining Best Buy position as of Q1 2025 after selling out during the quarter.
Claro Advisors sold 2,861 Best Buy shares in Q1 2025, an estimated $246K.
Claro Advisors first reported a position in Best Buy in Q4 2018 and held it in 3 quarters.
Claro Advisors's Best Buy position peaked at $280K in Q3 2024.
816 funds tracked by Wall St. Rank held Best Buy as of Q1 2025.

Based on Claro Advisors's 13F filing for Q1 2025, filed 12 May 2025.