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IBEX Wealth Advisors’s Best Buy BBY Stock Holding History

IBEX 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
Q2 		– Sell
-6,295
Closed -$572K – 158
2022
Q1 		$572K Buy
6,295
+35
+0.6% +$3.47K 0.11% 113
2021
Q4 		$636K Sell
6,260
-120
-2% -$13.7K 0.11% 119
2021
Q3 		$674K Sell
6,380
-1,278
-17% -$144K 0.13% 114
2021
Q2 		$881K Buy
+7,658
New +$894K 0.18% 110
2018
Q4 		– Sell
-52,930
Closed -$4.18M – 77
2018
Q3 		$4.18M Buy
52,930
+1,832
+4% +$142K 1.5% 25
2018
Q2 		$3.52M Hold
51,098
– – 1.41% 29
2018
Q1 		$3.52M Sell
51,098
-67
-0.1% -$4.82K 1.43% 29
2017
Q4 		$3.56M Buy
51,165
+997
+2% +$59K 1.58% 28
2017
Q3 		$2.96M Sell
50,168
-698
-1% -$40K 1.1% 35
2017
Q2 		$2.76M Buy
50,866
+8,583
+20% +$458K 1.09% 38
2017
Q1 		$2.03M Buy
+42,283
New +$1.89M 1.25% 31

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IBEX Wealth Advisors's BBY Position: Q2 2022 in Review

IBEX Wealth Advisors sold out of Best Buy (BBY) in Q2 2022, closing a stake of 6,295 shares — an estimated $572K sold.

IBEX Wealth Advisors first reported a position in BBY in Q1 2017 and held it in 11 quarters. The position peaked at $4.18M in Q3 2018. 766 funds tracked by Wall St. Rank hold BBY as of Q2 2022.

  • IBEX Wealth Advisors reported no remaining Best Buy position as of Q2 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 6,295 Best Buy shares in Q2 2022, an estimated $572K.
  • IBEX Wealth Advisors first reported a position in Best Buy in Q1 2017 and held it in 11 quarters.
  • IBEX Wealth Advisors's Best Buy position peaked at $4.18M in Q3 2018.
  • 766 funds tracked by Wall St. Rank held Best Buy as of Q2 2022.

Based on IBEX Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.