EWM
BBY icon

Executive Wealth Management’s Best Buy BBY Stock Holding History

Executive 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
2019
Q3 		– Sell
-780
Closed -$54K – 191
2019
Q2 		$54K Hold
780
– – 0.01% 280
2019
Q1 		$55K Hold
780
– – 0.01% 256
2018
Q4 		$41K Buy
+780
New +$51K 0.01% 309

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Executive Wealth Management's BBY Position: Q3 2019 in Review

Executive Wealth Management sold out of Best Buy (BBY) in Q3 2019, closing a stake of 780 shares — an estimated $54K sold.

Executive Wealth Management first reported a position in BBY in Q4 2018 and held it in 3 quarters. The position peaked at $55K in Q1 2019. 609 funds tracked by Wall St. Rank hold BBY as of Q3 2019.

  • Executive Wealth Management reported no remaining Best Buy position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 780 Best Buy shares in Q3 2019, an estimated $54K.
  • Executive Wealth Management first reported a position in Best Buy in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Best Buy position peaked at $55K in Q1 2019.
  • 609 funds tracked by Wall St. Rank held Best Buy as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.