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Gladstone Institutional Advisory’s Best Buy BBY Stock Holding History

Gladstone Institutional Advisory’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
Q3 		– Sell
-29,393
Closed -$2.48M – 687
2024
Q2 		$2.48M Buy
+29,393
New +$2.33M 0.13% 190

Other funds holding BBY

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
State Street
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gladstone Institutional Advisory's BBY Position: Q3 2024 in Review

Gladstone Institutional Advisory sold out of Best Buy (BBY) in Q3 2024, closing a stake of 29,393 shares — an estimated $2.48M sold.

Gladstone Institutional Advisory first reported a position in BBY in Q2 2024 and held it in 1 quarter. The position peaked at $2.48M in Q2 2024. 873 funds tracked by Wall St. Rank hold BBY as of Q3 2024.

  • Gladstone Institutional Advisory reported no remaining Best Buy position as of Q3 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 29,393 Best Buy shares in Q3 2024, an estimated $2.48M.
  • Gladstone Institutional Advisory first reported a position in Best Buy in Q2 2024 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Best Buy position peaked at $2.48M in Q2 2024.
  • 873 funds tracked by Wall St. Rank held Best Buy as of Q3 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2024, filed 28 Oct 2024.