EWM
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Evermay Wealth Management’s Best Buy BBY Stock Holding History

Evermay Wealth Management’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
Q3 		– Sell
-130
Closed -$10.8K – 561
2023
Q2 		$10.8K Hold
130
– – ﹤0.01% 423
2023
Q1 		$10.3K Hold
130
– – ﹤0.01% 416
2022
Q4 		$10.5K Hold
130
– – ﹤0.01% 410
2022
Q3 		$8K Hold
130
– – ﹤0.01% 415
2022
Q2 		$9K Hold
130
– – ﹤0.01% 402
2022
Q1 		$12K Buy
+130
New +$12.9K ﹤0.01% 401

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evermay Wealth Management's BBY Position: Q3 2023 in Review

Evermay Wealth Management sold out of Best Buy (BBY) in Q3 2023, closing a stake of 130 shares — an estimated $10.8K sold.

Evermay Wealth Management first reported a position in BBY in Q1 2022 and held it in 6 quarters. The position peaked at $12K in Q1 2022. 699 funds tracked by Wall St. Rank hold BBY as of Q3 2023.

  • Evermay Wealth Management reported no remaining Best Buy position as of Q3 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 130 Best Buy shares in Q3 2023, an estimated $10.8K.
  • Evermay Wealth Management first reported a position in Best Buy in Q1 2022 and held it in 6 quarters.
  • Evermay Wealth Management's Best Buy position peaked at $12K in Q1 2022.
  • 699 funds tracked by Wall St. Rank held Best Buy as of Q3 2023.

Based on Evermay Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.