EP Wealth Advisors’s Bed Bath & Beyond BBBY Stock Holding History

EP Wealth Advisors’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
2021 Q3	–	Sell	-2,494	Closed	-$209K	–	533
2021 Q2	$209K	Buy	+2,494	New	+$181K	0.01%	507

Other funds holding BBBY

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

HSCU

Half Sky Capital (UK) London, United Kingdom $30.5M AUM 67.32% 1-Year Est. Return

EP Wealth Advisors's BBBY Position: Q3 2021 in Review

EP Wealth Advisors sold out of Bed Bath & Beyond (BBBY) in Q3 2021, closing a stake of 2,494 shares — an estimated $209K sold.

EP Wealth Advisors first reported a position in BBBY in Q2 2021 and held it in 1 quarter. The position peaked at $209K in Q2 2021. 251 funds tracked by Wall St. Rank hold BBBY as of Q3 2021.

EP Wealth Advisors reported no remaining Bed Bath & Beyond position as of Q3 2021 after selling out during the quarter.
EP Wealth Advisors sold 2,494 Bed Bath & Beyond shares in Q3 2021, an estimated $209K.
EP Wealth Advisors first reported a position in Bed Bath & Beyond in Q2 2021 and held it in 1 quarter.
EP Wealth Advisors's Bed Bath & Beyond position peaked at $209K in Q2 2021.
251 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q3 2021.

Based on EP Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.