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 $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return