EC
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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 $5.7T AUM 30.48% 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 $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return