Crux Wealth Advisors’s Best Buy BBY Stock Holding History

Crux Wealth 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 Q2	–	Sell	-4,709	Closed	-$347K	–	168
2025 Q1	$347K	Sell	4,709 -1,519	-24%	-$125K	0.18%	128
2024 Q4	$534K	Buy	+6,228	New	+$568K	0.3%	90

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Crux Wealth Advisors's BBY Position: Q2 2025 in Review

Crux Wealth Advisors sold out of Best Buy (BBY) in Q2 2025, closing a stake of 4,709 shares — an estimated $347K sold.

Crux Wealth Advisors first reported a position in BBY in Q4 2024 and held it in 2 quarters. The position peaked at $534K in Q4 2024. 814 funds tracked by Wall St. Rank hold BBY as of Q2 2025.

Crux Wealth Advisors reported no remaining Best Buy position as of Q2 2025 after selling out during the quarter.
Crux Wealth Advisors sold 4,709 Best Buy shares in Q2 2025, an estimated $347K.
Crux Wealth Advisors first reported a position in Best Buy in Q4 2024 and held it in 2 quarters.
Crux Wealth Advisors's Best Buy position peaked at $534K in Q4 2024.
814 funds tracked by Wall St. Rank held Best Buy as of Q2 2025.

Based on Crux Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.