Icon Wealth Advisors’s Best Buy BBY Stock Holding History

Icon 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	-19,870	Closed	-$1.26M	–	336
2022 Q3	$1.26M	Buy	+19,870	New	+$1.47M	0.15%	115

Other funds holding BBY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Icon Wealth Advisors's BBY Position: Q4 2022 in Review

Icon Wealth Advisors sold out of Best Buy (BBY) in Q4 2022, closing a stake of 19,870 shares — an estimated $1.26M sold.

Icon Wealth Advisors first reported a position in BBY in Q3 2022 and held it in 1 quarter. The position peaked at $1.26M in Q3 2022. 776 funds tracked by Wall St. Rank hold BBY as of Q4 2022.

Icon Wealth Advisors reported no remaining Best Buy position as of Q4 2022 after selling out during the quarter.
Icon Wealth Advisors sold 19,870 Best Buy shares in Q4 2022, an estimated $1.26M.
Icon Wealth Advisors first reported a position in Best Buy in Q3 2022 and held it in 1 quarter.
Icon Wealth Advisors's Best Buy position peaked at $1.26M in Q3 2022.
776 funds tracked by Wall St. Rank held Best Buy as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.