Heritage Wealth Advisors’s Best Buy BBY Stock Holding History

Heritage 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
2022 Q4	–	Sell	-359	Closed	-$22.7K	–	563
2022 Q3	$22.7K	Hold	359	–	–	﹤0.01%	370
2022 Q2	$23K	Hold	359	–	–	﹤0.01%	406
2022 Q1	$33K	Hold	359	–	–	﹤0.01%	355
2021 Q4	$36K	Hold	359	–	–	﹤0.01%	357
2021 Q3	$38K	Hold	359	–	–	﹤0.01%	343
2021 Q2	$41.3K	Sell	359 -1,327	-79%	-$155K	﹤0.01%	345
2021 Q1	$194K	Hold	1,686	–	–	0.01%	206
2020 Q4	$168K	Buy	1,686 +1,327	+370%	+$148K	0.01%	208
2020 Q3	$40K	Hold	359	–	–	0.01%	286
2020 Q2	$31.3K	Hold	359	–	–	﹤0.01%	288
2020 Q1	$20.5K	Sell	359 -8	-2%	-$634	﹤0.01%	322
2019 Q4	$32.2K	Buy	367 +8	+2%	+$612	﹤0.01%	337
2019 Q3	$24K	Hold	359	–	–	﹤0.01%	335
2019 Q2	$25K	Hold	359	–	–	﹤0.01%	319
2019 Q1	$25.5K	Hold	359	–	–	﹤0.01%	280
2018 Q4	$19K	Hold	359	–	–	﹤0.01%	268
2018 Q3	$28K	Buy	+359	New	+$27.8K	0.01%	241

Other funds holding BBY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Heritage Wealth Advisors's BBY Position: Q4 2022 in Review

Heritage Wealth Advisors sold out of Best Buy (BBY) in Q4 2022, closing a stake of 359 shares — an estimated $22.7K sold.

Heritage Wealth Advisors first reported a position in BBY in Q3 2018 and held it in 17 quarters. The position peaked at $194K in Q1 2021. 776 funds tracked by Wall St. Rank hold BBY as of Q4 2022.

Heritage Wealth Advisors reported no remaining Best Buy position as of Q4 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 359 Best Buy shares in Q4 2022, an estimated $22.7K.
Heritage Wealth Advisors first reported a position in Best Buy in Q3 2018 and held it in 17 quarters.
Heritage Wealth Advisors's Best Buy position peaked at $194K in Q1 2021.
776 funds tracked by Wall St. Rank held Best Buy as of Q4 2022.

Based on Heritage Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.