Ellevest Inc’s Best Buy BBY Stock Holding History

Ellevest Inc’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	-204	Closed	-$16K	–	494
2023 Q1	$16K	Buy	204 +23	+13%	+$1.9K	﹤0.01%	910
2022 Q4	$14.5K	Sell	181 -30	-14%	-$2.21K	﹤0.01%	943
2022 Q3	$13K	Sell	211 -261	-55%	-$19.3K	﹤0.01%	921
2022 Q2	$31K	Buy	472 +225	+91%	+$18.8K	﹤0.01%	668
2022 Q1	$22K	Buy	247 +212	+606%	+$21K	﹤0.01%	716
2021 Q4	$4K	Sell	35 -30	-46%	-$3.42K	﹤0.01%	1036
2021 Q3	$7K	Buy	+65	New	+$7.3K	﹤0.01%	885
2021 Q2	–	Sell	-85	Closed	-$10K	–	1274
2021 Q1	$10K	Sell	85 -180	-68%	-$20.2K	﹤0.01%	778
2020 Q4	$26K	Buy	265 +219	+476%	+$24.5K	﹤0.01%	579
2020 Q3	$5K	Buy	46 +42	+1,050%	+$4.29K	﹤0.01%	755
2020 Q2	$0	Buy	+4	New	+$303	﹤0.01%	1134
2020 Q1	–	Sell	-4	Closed	–	–	1091
2019 Q4	$0	Hold	4	–	–	﹤0.01%	961
2019 Q3	$0	Buy	+4	New	+$279	﹤0.01%	511

Other funds holding BBY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return