CWM
BBBY

Curi Wealth Management’s Bed Bath & Beyond BBBY Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-1,196
Closed -$27K – 263
2022
Q2 		$27K Sell
1,196
-1,626
-58% -$48.9K 0.01% 273
2022
Q1 		$112K Hold
2,822
– – 0.02% 149
2021
Q4 		$151K Buy
+2,822
New +$213K 0.03% 123

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Curi Wealth Management's BBBY Position: Q3 2022 in Review

Curi Wealth Management sold out of Bed Bath & Beyond (BBBY) in Q3 2022, closing a stake of 1,196 shares — an estimated $27K sold.

Curi Wealth Management first reported a position in BBBY in Q4 2021 and held it in 3 quarters. The position peaked at $151K in Q4 2021. 208 funds tracked by Wall St. Rank hold BBBY as of Q3 2022.

  • Curi Wealth Management reported no remaining Bed Bath & Beyond position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 1,196 Bed Bath & Beyond shares in Q3 2022, an estimated $27K.
  • Curi Wealth Management first reported a position in Bed Bath & Beyond in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Bed Bath & Beyond position peaked at $151K in Q4 2021.
  • 208 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.