EWM
BBBY

Evermay Wealth Management’s Bed Bath & Beyond BBBY Stock Holding History

Evermay Wealth Management’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
2022
Q2 		– Sell
-228
Closed -$9K – 518
2022
Q1 		$9K Hold
228
– – ﹤0.01% 424
2021
Q4 		$12K Sell
228
-275
-55% -$20.8K ﹤0.01% 392
2021
Q3 		$36K Buy
+503
New +$34.9K 0.01% 296

Other funds holding BBBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evermay Wealth Management's BBBY Position: Q2 2022 in Review

Evermay Wealth Management sold out of Bed Bath & Beyond (BBBY) in Q2 2022, closing a stake of 228 shares — an estimated $9K sold.

Evermay Wealth Management first reported a position in BBBY in Q3 2021 and held it in 3 quarters. The position peaked at $36K in Q3 2021. 232 funds tracked by Wall St. Rank hold BBBY as of Q2 2022.

  • Evermay Wealth Management reported no remaining Bed Bath & Beyond position as of Q2 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 228 Bed Bath & Beyond shares in Q2 2022, an estimated $9K.
  • Evermay Wealth Management first reported a position in Bed Bath & Beyond in Q3 2021 and held it in 3 quarters.
  • Evermay Wealth Management's Bed Bath & Beyond position peaked at $36K in Q3 2021.
  • 232 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q2 2022.

Based on Evermay Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.