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ICA Group Wealth Management’s Best Buy BBY Stock Holding History

ICA Group Wealth Management’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
2023
Q2 		– Sell
-2,650
Closed -$207K – 1342
2023
Q1 		$207K Sell
2,650
-805
-23% -$66.3K 0.05% 236
2022
Q4 		$277K Sell
3,455
-739
-18% -$54.4K 0.07% 218
2022
Q3 		$266K Hold
4,194
– – 0.06% 284
2022
Q2 		$334K Buy
4,194
+5
+0.1% +$417 0.06% 255
2022
Q1 		$332K Buy
+4,189
New +$415K 0.06% 253

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ICA Group Wealth Management's BBY Position: Q2 2023 in Review

ICA Group Wealth Management sold out of Best Buy (BBY) in Q2 2023, closing a stake of 2,650 shares — an estimated $207K sold.

ICA Group Wealth Management first reported a position in BBY in Q1 2022 and held it in 5 quarters. The position peaked at $334K in Q2 2022. 737 funds tracked by Wall St. Rank hold BBY as of Q2 2023.

  • ICA Group Wealth Management reported no remaining Best Buy position as of Q2 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 2,650 Best Buy shares in Q2 2023, an estimated $207K.
  • ICA Group Wealth Management first reported a position in Best Buy in Q1 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Best Buy position peaked at $334K in Q2 2022.
  • 737 funds tracked by Wall St. Rank held Best Buy as of Q2 2023.

Based on ICA Group Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.