GWS
BBBY

Glassman Wealth Services’s Bed Bath & Beyond BBBY Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-94
Closed -$2.35K – 460
2023
Q4 		$2.35K Sell
94
-331
-78% -$5.7K ﹤0.01% 1300
2023
Q3 		$6.11K Buy
425
+416
+4,622% +$10.2K ﹤0.01% 1001
2023
Q2 		$261 Hold
9
– – ﹤0.01% 1764
2023
Q1 		$162 Sell
9
-484
-98% -$9.03K ﹤0.01% 1837
2022
Q4 		$8.67K Buy
493
+77
+19% +$1.66K ﹤0.01% 870
2022
Q3 		$9K Sell
416
-3
-0.7% -$75 ﹤0.01% 816
2022
Q2 		$10K Buy
419
+3
+0.7% +$90 ﹤0.01% 804
2022
Q1 		$17K Buy
416
+408
+5,100% +$18.1K ﹤0.01% 689
2021
Q4 		$0 Sell
8
-411
-98% -$31K ﹤0.01% 1661
2021
Q3 		$30K Buy
419
+416
+13,867% +$28.8K 0.01% 472
2021
Q2 		$0 Sell
3
-350
-99% -$25.4K ﹤0.01% 1464
2021
Q1 		$21K Buy
+353
New +$23.9K ﹤0.01% 510

Other funds holding BBBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JCM
JAT Capital Management Greenwich, Connecticut $59.3M AUM 134.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Glassman Wealth Services's BBBY Position: Q1 2024 in Review

Glassman Wealth Services sold out of Bed Bath & Beyond (BBBY) in Q1 2024, closing a stake of 94 shares — an estimated $2.35K sold.

Glassman Wealth Services first reported a position in BBBY in Q1 2021 and held it in 12 quarters. The position peaked at $30K in Q3 2021. 217 funds tracked by Wall St. Rank hold BBBY as of Q1 2024.

  • Glassman Wealth Services reported no remaining Bed Bath & Beyond position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 94 Bed Bath & Beyond shares in Q1 2024, an estimated $2.35K.
  • Glassman Wealth Services first reported a position in Bed Bath & Beyond in Q1 2021 and held it in 12 quarters.
  • Glassman Wealth Services's Bed Bath & Beyond position peaked at $30K in Q3 2021.
  • 217 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.