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Holistic Financial Partners’s Best Buy BBY Stock Holding History

Holistic Financial Partners’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
2024
Q4 		– Sell
-2,149
Closed -$222K – 127
2024
Q3 		$222K Buy
+2,149
New +$194K 0.11% 107
2018
Q2 		– Sell
-41
Closed -$3K – 67
2018
Q1 		$3K Sell
41
-31
-43% -$2.23K ﹤0.01% 400
2017
Q4 		$5K Buy
+72
New +$4.26K ﹤0.01% 374

Other funds holding BBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Holistic Financial Partners's BBY Position: Q4 2024 in Review

Holistic Financial Partners sold out of Best Buy (BBY) in Q4 2024, closing a stake of 2,149 shares — an estimated $222K sold.

Holistic Financial Partners first reported a position in BBY in Q4 2017 and held it in 3 quarters. The position peaked at $222K in Q3 2024. 849 funds tracked by Wall St. Rank hold BBY as of Q4 2024.

  • Holistic Financial Partners reported no remaining Best Buy position as of Q4 2024 after selling out during the quarter.
  • Holistic Financial Partners sold 2,149 Best Buy shares in Q4 2024, an estimated $222K.
  • Holistic Financial Partners first reported a position in Best Buy in Q4 2017 and held it in 3 quarters.
  • Holistic Financial Partners's Best Buy position peaked at $222K in Q3 2024.
  • 849 funds tracked by Wall St. Rank held Best Buy as of Q4 2024.

Based on Holistic Financial Partners's 13F filing for Q4 2024, filed 4 Feb 2025.