FP
BBBY

Financial Perspectives’s Bed Bath & Beyond BBBY Stock Holding History

Financial Perspectives’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
Q4 		– Sell
-8
Closed -$170 – 690
2022
Q3 		$170 Hold
8
– – ﹤0.01% 680
2022
Q2 		$175 Hold
8
– – ﹤0.01% 677
2022
Q1 		$308 Buy
+8
New +$355 ﹤0.01% 670

Other funds holding BBBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Financial Perspectives's BBBY Position: Q4 2022 in Review

Financial Perspectives sold out of Bed Bath & Beyond (BBBY) in Q4 2022, closing a stake of 8 shares — an estimated $170 sold.

Financial Perspectives first reported a position in BBBY in Q1 2022 and held it in 3 quarters. The position peaked at $308 in Q1 2022. 213 funds tracked by Wall St. Rank hold BBBY as of Q4 2022.

  • Financial Perspectives reported no remaining Bed Bath & Beyond position as of Q4 2022 after selling out during the quarter.
  • Financial Perspectives sold 8 Bed Bath & Beyond shares in Q4 2022, an estimated $170.
  • Financial Perspectives first reported a position in Bed Bath & Beyond in Q1 2022 and held it in 3 quarters.
  • Financial Perspectives's Bed Bath & Beyond position peaked at $308 in Q1 2022.
  • 213 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q4 2022.

Based on Financial Perspectives's 13F filing for Q4 2022, filed 10 Jan 2024.