Financial Perspectives’s Best Buy BBY Stock Holding History

Financial Perspectives’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
2024 Q1	–	Sell	-117	Closed	-$9.14K	–	675
2023 Q4	$9.14K	Buy	117 +2	+2%	+$141	﹤0.01%	477
2023 Q3	$8K	Buy	115 +1	+0.9%	+$77	﹤0.01%	475
2023 Q2	$9.33K	Buy	114 +1	+0.9%	+$75	﹤0.01%	457
2023 Q1	$8.81K	Buy	113 +2	+2%	+$165	﹤0.01%	457
2022 Q4	$8.93K	Buy	111 +1	+0.9%	+$74	﹤0.01%	453
2022 Q3	$6.96K	Buy	110 +2	+2%	+$148	﹤0.01%	475
2022 Q2	$7.06K	Buy	108 +1	+0.9%	+$83	﹤0.01%	483
2022 Q1	$9.76K	Hold	107	–	–	﹤0.01%	466
2021 Q4	$10.8K	Buy	107 +1	+0.9%	+$114	0.01%	437
2021 Q3	$11.2K	Buy	106 +1	+1%	+$112	0.01%	430
2021 Q2	$12.1K	Sell	105 -11,911	-99%	-$1.39M	0.01%	451
2021 Q1	$105K	Buy	12,016 +11,912	+11,454%	+$1.33M	0.01%	473
2020 Q4	$10.4K	Hold	104	–	–	0.01%	405
2020 Q3	$11.5K	Buy	104 +1	+1%	+$102	0.01%	356
2020 Q2	$8.98K	Buy	103 +1	+1%	+$76	0.01%	360
2020 Q1	$5.82K	Buy	102 +1	+1%	+$79	﹤0.01%	372
2019 Q4	$8.91K	Buy	+101	New	+$7.73K	0.01%	343

Other funds holding BBY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return