IWP
BBY icon

Icon Wealth Partners’s Best Buy BBY Stock Holding History

Icon Wealth 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
2022
Q2 		$1.74M Sell
26,730
-1,730
-6% -$144K 0.21% 105
2022
Q1 		$2.59M Buy
28,460
+5,843
+26% +$579K 0.26% 85
2021
Q4 		$2.3M Buy
22,617
+12
+0.1% +$1.37K 0.23% 99
2021
Q3 		$2.39M Buy
22,605
+3,304
+17% +$371K 0.25% 93
2021
Q2 		$2.22M Buy
19,301
+13,357
+225% +$1.56M 0.24% 96
2021
Q1 		$682K Buy
+5,944
New +$666K 0.09% 176
2020
Q3 		– Sell
-2,843
Closed -$248K – 257
2020
Q2 		$248K Buy
+2,843
New +$216K 0.06% 215

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

Icon Wealth Partners's BBY Position: Q2 2022 in Review

Icon Wealth Partners reduced its Best Buy (BBY) stake by 6.1% in Q2 2022, selling an estimated $144K and leaving 26,730 shares worth $1.74M. The position accounts for 0.21% of the portfolio, ranked #105.

Icon Wealth Partners first reported a position in BBY in Q2 2020 and has held it in 7 quarters since. The position peaked at $2.59M in Q1 2022. 766 funds tracked by Wall St. Rank hold BBY as of Q2 2022.

  • Icon Wealth Partners held 26,730 shares of Best Buy worth $1.74M as of Q2 2022.
  • Icon Wealth Partners sold 1,730 Best Buy shares in Q2 2022, an estimated $144K.
  • Best Buy made up 0.21% of Icon Wealth Partners's portfolio in Q2 2022, its #105 holding.
  • Icon Wealth Partners first reported a position in Best Buy in Q2 2020 and has held it in 7 quarters since.
  • Icon Wealth Partners's Best Buy position peaked at $2.59M in Q1 2022.
  • 766 funds tracked by Wall St. Rank held Best Buy as of Q2 2022.

Based on Icon Wealth Partners's 13F filing for Q2 2022, filed 19 Jul 2022.