GoalVest Advisory’s Bed Bath & Beyond Inc BBBY Stock Holding History

GoalVest Advisory’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	-34	Closed	-$85	–	300
2022 Q4	$85	Buy	+34	New	+$133	﹤0.01%	244

Other funds holding BBBY

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GoalVest Advisory's BBBY Position: Q1 2023 in Review

GoalVest Advisory sold out of Bed Bath & Beyond Inc (BBBY) in Q1 2023, closing a stake of 34 shares — an estimated $85 sold.

GoalVest Advisory first reported a position in BBBY in Q4 2022 and held it in 1 quarter. The position peaked at $85 in Q4 2022. 166 funds tracked by Wall St. Rank hold BBBY as of Q1 2023.

GoalVest Advisory reported no remaining Bed Bath & Beyond Inc position as of Q1 2023 after selling out during the quarter.
GoalVest Advisory sold 34 Bed Bath & Beyond Inc shares in Q1 2023, an estimated $85.
GoalVest Advisory first reported a position in Bed Bath & Beyond Inc in Q4 2022 and held it in 1 quarter.
GoalVest Advisory's Bed Bath & Beyond Inc position peaked at $85 in Q4 2022.
166 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q1 2023.

Based on GoalVest Advisory's 13F filing for Q1 2023, filed 3 Apr 2023.