FWM
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Focused Wealth Management’s Best Buy BBY Stock Holding History

Focused 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
2023
Q1 		– Sell
-850
Closed -$68.2K – 1049
2022
Q4 		$68.2K Buy
850
+810
+2,025% +$59.6K 0.01% 262
2022
Q3 		$3K Sell
40
-1
-2% -$74 ﹤0.01% 686
2022
Q2 		$3K Buy
41
+1
+3% +$83 ﹤0.01% 679
2022
Q1 		$4K Sell
40
-1,615
-98% -$160K ﹤0.01% 698
2021
Q4 		$168K Buy
1,655
+280
+20% +$31.9K 0.03% 195
2021
Q3 		$145K Hold
1,375
– – 0.02% 220
2021
Q2 		$158K Buy
1,375
+400
+41% +$46.7K 0.03% 205
2021
Q1 		$112K Hold
975
– – 0.02% 259
2020
Q4 		$97K Buy
+975
New +$109K 0.02% 271
2019
Q4 		– Sell
-1,900
Closed -$131K – 714
2019
Q3 		$131K Hold
1,900
– – 0.04% 197
2019
Q2 		$132K Buy
+1,900
New +$133K 0.04% 197
2018
Q2 		– Sell
-3,400
Closed -$238K – 665
2018
Q1 		$238K Hold
3,400
– – 0.08% 129
2017
Q4 		$233K Buy
+3,400
New +$201K 0.07% 135
2017
Q3 		– Sell
-3,400
Closed -$195K – 651
2017
Q2 		$195K Hold
3,400
– – 0.07% 135
2017
Q1 		$167K Hold
3,400
– – 0.07% 159
2016
Q4 		$145K Buy
+3,400
New +$144K 0.06% 188
2014
Q2 		– Sell
-200
Closed -$5K – 666
2014
Q1 		$5K Buy
+200
New +$5.48K ﹤0.01% 476

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focused Wealth Management's BBY Position: Q1 2023 in Review

Focused Wealth Management sold out of Best Buy (BBY) in Q1 2023, closing a stake of 850 shares — an estimated $68.2K sold.

Focused Wealth Management first reported a position in BBY in Q1 2014 and held it in 17 quarters. The position peaked at $238K in Q1 2018. 777 funds tracked by Wall St. Rank hold BBY as of Q1 2023.

  • Focused Wealth Management reported no remaining Best Buy position as of Q1 2023 after selling out during the quarter.
  • Focused Wealth Management sold 850 Best Buy shares in Q1 2023, an estimated $68.2K.
  • Focused Wealth Management first reported a position in Best Buy in Q1 2014 and held it in 17 quarters.
  • Focused Wealth Management's Best Buy position peaked at $238K in Q1 2018.
  • 777 funds tracked by Wall St. Rank held Best Buy as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.