EWA
BBBY

EverSource Wealth Advisors’s Bed Bath & Beyond BBBY Stock Holding History

EverSource Wealth Advisors’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
2026
Q1 		$5.79K Buy
+1,249
New +$6.99K ﹤0.01% 3195
2025
Q4 		– Sell
-17
Closed -$147 – 4295
2025
Q3 		$147 Buy
17
+6
+55% +$50 ﹤0.01% 4146
2025
Q2 		$69 Sell
11
-91
-89% -$441 ﹤0.01% 4166
2025
Q1 		$539 Buy
102
+59
+137% +$358 ﹤0.01% 3432
2024
Q4 		$192 Buy
+43
New +$274 ﹤0.01% 3439
2024
Q3 		– Sell
-54
Closed -$554 – 3042
2024
Q2 		$554 Buy
54
+53
+5,300% +$941 ﹤0.01% 2868
2024
Q1 		$20 Sell
1
-2
-67% -$51 ﹤0.01% 2881
2023
Q4 		$83 Hold
3
– – ﹤0.01% 2600
2023
Q3 		$47 Hold
3
– – ﹤0.01% 2471
2023
Q2 		$98 Sell
3
-20
-87% -$369 ﹤0.01% 2443
2023
Q1 		$426 Sell
23
-107
-82% -$2K ﹤0.01% 2259
2022
Q4 		$2.28K Buy
130
+127
+4,233% +$2.73K ﹤0.01% 1866
2022
Q3 		$0 Hold
3
– – ﹤0.01% 1984
2022
Q2 		$0 Sell
3
-17
-85% -$511 ﹤0.01% 1728
2022
Q1 		$1K Hold
20
– – ﹤0.01% 1633
2021
Q4 		$1K Buy
+20
New +$1.51K ﹤0.01% 1685

Other funds holding BBBY

TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.59B AUM 23.47% 1-Year Est. Return