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Forvis Mazars Wealth Advisors’s Best Buy BBY Stock Holding History

Forvis Mazars Wealth Advisors’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
2021
Q1 		– Sell
-6,175
Closed -$616K – 284
2020
Q4 		$616K Buy
6,175
+44
+0.7% +$4.92K 0.03% 192
2020
Q3 		$682K Sell
6,131
-734
-11% -$75.1K 0.04% 167
2020
Q2 		$599K Sell
6,865
-1,535
-18% -$116K 0.04% 173
2020
Q1 		$479K Buy
8,400
+187
+2% +$14.8K 0.04% 174
2019
Q4 		$721K Buy
8,213
+190
+2% +$14.5K 0.05% 149
2019
Q3 		$554K Buy
8,023
+64
+0.8% +$4.46K 0.04% 160
2019
Q2 		$555K Sell
7,959
-327
-4% -$22.8K 0.05% 153
2019
Q1 		$589K Sell
8,286
-203
-2% -$12.7K 0.05% 148
2018
Q4 		$450K Buy
8,489
+2,512
+42% +$164K 0.05% 144
2018
Q3 		$474K Sell
5,977
-477
-7% -$36.9K 0.04% 152
2018
Q2 		$481K Buy
6,454
+2,185
+51% +$162K 0.05% 145
2018
Q1 		$299K Buy
+4,269
New +$307K 0.03% 194

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forvis Mazars Wealth Advisors's BBY Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Best Buy (BBY) in Q1 2021, closing a stake of 6,175 shares — an estimated $616K sold.

Forvis Mazars Wealth Advisors first reported a position in BBY in Q1 2018 and held it in 12 quarters. The position peaked at $721K in Q4 2019. 766 funds tracked by Wall St. Rank hold BBY as of Q1 2021.

  • Forvis Mazars Wealth Advisors reported no remaining Best Buy position as of Q1 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 6,175 Best Buy shares in Q1 2021, an estimated $616K.
  • Forvis Mazars Wealth Advisors first reported a position in Best Buy in Q1 2018 and held it in 12 quarters.
  • Forvis Mazars Wealth Advisors's Best Buy position peaked at $721K in Q4 2019.
  • 766 funds tracked by Wall St. Rank held Best Buy as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.