DWM
BBY icon

Drive Wealth Management’s Best Buy BBY Stock Holding History

Drive Wealth Management’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
2023
Q2 		– Sell
-3,140
Closed -$249K – 285
2023
Q1 		$249K Sell
3,140
-7
-0.2% -$577 0.1% 212
2022
Q4 		$253K Buy
+3,147
New +$232K 0.13% 179
2022
Q3 		– Sell
-3,095
Closed -$202K – 165
2022
Q2 		$202K Buy
3,095
+22
+0.7% +$1.83K 0.18% 147
2022
Q1 		$279K Sell
3,073
-36
-1% -$3.57K 0.24% 110
2021
Q4 		$316K Buy
+3,109
New +$354K 0.28% 97

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Drive Wealth Management's BBY Position: Q2 2023 in Review

Drive Wealth Management sold out of Best Buy (BBY) in Q2 2023, closing a stake of 3,140 shares — an estimated $249K sold.

Drive Wealth Management first reported a position in BBY in Q4 2021 and held it in 5 quarters. The position peaked at $316K in Q4 2021. 737 funds tracked by Wall St. Rank hold BBY as of Q2 2023.

  • Drive Wealth Management reported no remaining Best Buy position as of Q2 2023 after selling out during the quarter.
  • Drive Wealth Management sold 3,140 Best Buy shares in Q2 2023, an estimated $249K.
  • Drive Wealth Management first reported a position in Best Buy in Q4 2021 and held it in 5 quarters.
  • Drive Wealth Management's Best Buy position peaked at $316K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held Best Buy as of Q2 2023.

Based on Drive Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.