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Evelyn Partners Investment Management Services’s Best Buy BBY Stock Holding History

Evelyn Partners Investment Management Services’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
2025
Q2 		– Sell
-330
Closed -$24.3K – 266
2025
Q1 		$24.3K Hold
330
– – ﹤0.01% 201
2024
Q4 		$28.3K Buy
+330
New +$30.1K ﹤0.01% 196

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Charles Schwab
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evelyn Partners Investment Management Services's BBY Position: Q2 2025 in Review

Evelyn Partners Investment Management Services sold out of Best Buy (BBY) in Q2 2025, closing a stake of 330 shares — an estimated $24.3K sold.

Evelyn Partners Investment Management Services first reported a position in BBY in Q4 2024 and held it in 2 quarters. The position peaked at $28.3K in Q4 2024. 815 funds tracked by Wall St. Rank hold BBY as of Q2 2025.

  • Evelyn Partners Investment Management Services reported no remaining Best Buy position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 330 Best Buy shares in Q2 2025, an estimated $24.3K.
  • Evelyn Partners Investment Management Services first reported a position in Best Buy in Q4 2024 and held it in 2 quarters.
  • Evelyn Partners Investment Management Services's Best Buy position peaked at $28.3K in Q4 2024.
  • 815 funds tracked by Wall St. Rank held Best Buy as of Q2 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q2 2025, filed 12 Aug 2025.