EHWM
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Eads & Heald Wealth Management’s Best Buy BBY Stock Holding History

Eads & Heald 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
Q3 		– Sell
-2,709
Closed -$222K – 143
2023
Q2 		$222K Buy
2,709
+80
+3% +$5.98K 0.11% 138
2023
Q1 		$206K Buy
+2,629
New +$217K 0.1% 142

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eads & Heald Wealth Management's BBY Position: Q3 2023 in Review

Eads & Heald Wealth Management sold out of Best Buy (BBY) in Q3 2023, closing a stake of 2,709 shares — an estimated $222K sold.

Eads & Heald Wealth Management first reported a position in BBY in Q1 2023 and held it in 2 quarters. The position peaked at $222K in Q2 2023. 699 funds tracked by Wall St. Rank hold BBY as of Q3 2023.

  • Eads & Heald Wealth Management reported no remaining Best Buy position as of Q3 2023 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 2,709 Best Buy shares in Q3 2023, an estimated $222K.
  • Eads & Heald Wealth Management first reported a position in Best Buy in Q1 2023 and held it in 2 quarters.
  • Eads & Heald Wealth Management's Best Buy position peaked at $222K in Q2 2023.
  • 699 funds tracked by Wall St. Rank held Best Buy as of Q3 2023.

Based on Eads & Heald Wealth Management's 13F filing for Q3 2023, filed 27 Oct 2023.