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Delos Wealth Advisors’s Best Buy BBY Stock Holding History

Delos 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
2024
Q3 		– Sell
-5
Closed -$422 – 210
2024
Q2 		$422 Hold
5
– – ﹤0.01% 304
2024
Q1 		$411 Sell
5
-2
-29% -$152 ﹤0.01% 308
2023
Q4 		$548 Hold
7
– – ﹤0.01% 251
2023
Q3 		$536 Hold
7
– – ﹤0.01% 286
2023
Q2 		$574 Hold
7
– – ﹤0.01% 279
2023
Q1 		$548 Hold
7
– – ﹤0.01% 292
2022
Q4 		$561 Hold
7
– – ﹤0.01% 288
2022
Q3 		$0 Buy
+7
New +$518 ﹤0.01% 295
2022
Q1 		– Sell
-46
Closed -$5K – 266
2021
Q4 		$5K Buy
+46
New +$5.24K ﹤0.01% 294
2021
Q3 		– Sell
-6,115
Closed -$703K – 214
2021
Q2 		$703K Buy
+6,115
New +$714K 0.88% 34

Other funds holding BBY

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delos Wealth Advisors's BBY Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Best Buy (BBY) in Q3 2024, closing a stake of 5 shares — an estimated $422 sold.

Delos Wealth Advisors first reported a position in BBY in Q2 2021 and held it in 10 quarters. The position peaked at $703K in Q2 2021. 873 funds tracked by Wall St. Rank hold BBY as of Q3 2024.

  • Delos Wealth Advisors reported no remaining Best Buy position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 5 Best Buy shares in Q3 2024, an estimated $422.
  • Delos Wealth Advisors first reported a position in Best Buy in Q2 2021 and held it in 10 quarters.
  • Delos Wealth Advisors's Best Buy position peaked at $703K in Q2 2021.
  • 873 funds tracked by Wall St. Rank held Best Buy as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.