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Heritage Wealth Management (Arizona)’s Best Buy BBY Stock Holding History

Heritage Wealth Management (Arizona)’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 		$4.17K Buy
52
+47
+940% +$3.46K ﹤0.01% 904
2022
Q3 		$0 Buy
+5
New +$370 ﹤0.01% 1009

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BBY Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Best Buy (BBY) stake by 940% in Q4 2022, buying an estimated $3.46K and bringing the position to 52 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Heritage Wealth Management (Arizona) first reported a position in BBY in Q3 2022 and has held it in 2 quarters since. 777 funds tracked by Wall St. Rank hold BBY as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 52 shares of Best Buy worth $4.17K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 47 Best Buy shares in Q4 2022, an estimated $3.46K.
  • Best Buy made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #904 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Best Buy in Q3 2022 and has held it in 2 quarters since.
  • 777 funds tracked by Wall St. Rank held Best Buy as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.