CWP
BBBY

Concord Wealth Partners’s Bed Bath & Beyond BBBY Stock Holding History

Concord Wealth Partners’s Portfolio BBBY Stock Details BBBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7
Closed -$116 – 1025
2022
Q4 		$116 Buy
+7
New +$150 ﹤0.01% 1222
2022
Q3 		– Sell
-17
Closed – – 291
2022
Q2 		$0 Sell
17
-209
-92% -$6.28K ﹤0.01% 1251
2022
Q1 		$9K Sell
226
-36
-14% -$1.6K ﹤0.01% 796
2021
Q4 		$14K Buy
262
+42
+19% +$3.17K ﹤0.01% 708
2021
Q3 		$16K Sell
220
-67
-23% -$4.64K 0.01% 411
2021
Q2 		$24K Sell
287
-159
-36% -$11.6K 0.01% 467
2021
Q1 		$27K Buy
446
+405
+988% +$27.4K 0.01% 423
2020
Q4 		$2K Buy
+41
New +$2.43K ﹤0.01% 519

Other funds holding BBBY

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Concord Wealth Partners's BBBY Position: Q1 2023 in Review

Concord Wealth Partners sold out of Bed Bath & Beyond (BBBY) in Q1 2023, closing a stake of 7 shares — an estimated $116 sold.

Concord Wealth Partners first reported a position in BBBY in Q4 2020 and held it in 8 quarters. The position peaked at $27K in Q1 2021. 189 funds tracked by Wall St. Rank hold BBBY as of Q1 2023.

  • Concord Wealth Partners reported no remaining Bed Bath & Beyond position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 7 Bed Bath & Beyond shares in Q1 2023, an estimated $116.
  • Concord Wealth Partners first reported a position in Bed Bath & Beyond in Q4 2020 and held it in 8 quarters.
  • Concord Wealth Partners's Bed Bath & Beyond position peaked at $27K in Q1 2021.
  • 189 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.