EC
BBY icon

Estate Counselors’s Best Buy BBY Stock Holding History

Estate Counselors’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
Q4 		– Sell
-15,290
Closed -$1.06M – 120
2023
Q3 		$1.06M Buy
15,290
+160
+1% +$12.4K 0.14% 96
2023
Q2 		$1.24M Hold
15,130
– – 0.16% 93
2023
Q1 		$1.18M Buy
+15,130
New +$1.25M 0.16% 88
2022
Q4 		– Sell
-14,512
Closed -$919K – 143
2022
Q3 		$919K Hold
14,512
– – 0.14% 85
2022
Q2 		$946K Buy
+14,512
New +$1.21M 0.14% 93
2021
Q1 		– Sell
-9,610
Closed -$959K – 168
2020
Q4 		$959K Buy
9,610
+3,690
+62% +$413K 0.14% 76
2020
Q3 		$659K Hold
5,920
– – 0.1% 66
2020
Q2 		$516K Buy
5,920
+230
+4% +$17.4K 0.08% 87
2020
Q1 		$324K Buy
+5,690
New +$451K 0.05% 112

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Estate Counselors's BBY Position: Q4 2023 in Review

Estate Counselors sold out of Best Buy (BBY) in Q4 2023, closing a stake of 15,290 shares — an estimated $1.06M sold.

Estate Counselors first reported a position in BBY in Q1 2020 and held it in 9 quarters. The position peaked at $1.24M in Q2 2023. 767 funds tracked by Wall St. Rank hold BBY as of Q4 2023.

  • Estate Counselors reported no remaining Best Buy position as of Q4 2023 after selling out during the quarter.
  • Estate Counselors sold 15,290 Best Buy shares in Q4 2023, an estimated $1.06M.
  • Estate Counselors first reported a position in Best Buy in Q1 2020 and held it in 9 quarters.
  • Estate Counselors's Best Buy position peaked at $1.24M in Q2 2023.
  • 767 funds tracked by Wall St. Rank held Best Buy as of Q4 2023.

Based on Estate Counselors's 13F filing for Q4 2023, filed 23 Jan 2024.