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	Hold	105	–	–	0.01%	451
2021 Q1	$12K	Buy	105 +1	+1%	+$112	0.01%	425
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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

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

Financial Perspectives's BBY Position: Q1 2024 in Review

Financial Perspectives sold out of Best Buy (BBY) in Q1 2024, closing a stake of 117 shares — an estimated $9.14K sold.

Financial Perspectives first reported a position in BBY in Q4 2019 and held it in 17 quarters. The position peaked at $12.1K in Q2 2021. 785 funds tracked by Wall St. Rank hold BBY as of Q1 2024.

Financial Perspectives reported no remaining Best Buy position as of Q1 2024 after selling out during the quarter.
Financial Perspectives sold 117 Best Buy shares in Q1 2024, an estimated $9.14K.
Financial Perspectives first reported a position in Best Buy in Q4 2019 and held it in 17 quarters.
Financial Perspectives's Best Buy position peaked at $12.1K in Q2 2021.
785 funds tracked by Wall St. Rank held Best Buy as of Q1 2024.

Based on Financial Perspectives's 13F filing for Q1 2024, filed 19 Apr 2024.