FWM
BBBY

Focused Wealth Management’s Bed Bath & Beyond BBBY Stock Holding History

Focused Wealth Management’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
2023
Q1 		– Sell
-6,600
Closed -$17K – 1056
2022
Q4 		$17K Buy
+6,600
New +$142K ﹤0.01% 451

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Focused Wealth Management's BBBY Position: Q4 2022 in Review

Focused Wealth Management sold out of Bed Bath & Beyond (BBBY) in Q4 2022, closing a stake of 2,833 shares — an estimated $60.9K sold.

Focused Wealth Management first reported a position in BBBY in Q3 2019 and held it in 9 quarters. The position peaked at $500K in Q2 2021. 213 funds tracked by Wall St. Rank hold BBBY as of Q4 2022.

  • Focused Wealth Management reported no remaining Bed Bath & Beyond position as of Q4 2022 after selling out during the quarter.
  • Focused Wealth Management sold 2,833 Bed Bath & Beyond shares in Q4 2022, an estimated $60.9K.
  • Focused Wealth Management first reported a position in Bed Bath & Beyond in Q3 2019 and held it in 9 quarters.
  • Focused Wealth Management's Bed Bath & Beyond position peaked at $500K in Q2 2021.
  • 213 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q4 2022.

Based on Focused Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.