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Evolution Wealth Advisors’s Best Buy BBY Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-66
Closed -$7K – 200
2021
Q3 		$7K Hold
66
– – ﹤0.01% 447
2021
Q2 		$8K Hold
66
– – ﹤0.01% 435
2021
Q1 		$8K Hold
66
– – ﹤0.01% 441
2020
Q4 		$7K Hold
66
– – ﹤0.01% 390
2020
Q3 		$7K Hold
66
– – ﹤0.01% 387
2020
Q2 		$6K Buy
+66
New +$5K ﹤0.01% 335
2020
Q1 		– Sell
-37
Closed -$3K – 340
2019
Q4 		$3K Buy
37
+3
+9% +$230 ﹤0.01% 484
2019
Q3 		$2K Hold
34
– – ﹤0.01% 395
2019
Q2 		$2K Buy
+34
New +$2.37K ﹤0.01% 383

Other funds holding BBY

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evolution Wealth Advisors's BBY Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Best Buy (BBY) in Q4 2021, closing a stake of 66 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in BBY in Q2 2019 and held it in 9 quarters. The position peaked at $8K in Q2 2021. 842 funds tracked by Wall St. Rank hold BBY as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Best Buy position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 66 Best Buy shares in Q4 2021, an estimated $7K.
  • Evolution Wealth Advisors first reported a position in Best Buy in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Best Buy position peaked at $8K in Q2 2021.
  • 842 funds tracked by Wall St. Rank held Best Buy as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.