IMPACTfolio’s Best Buy BBY Stock Holding History

IMPACTfolio’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	-2,210	Closed	-$228K	–	51
2024 Q3	$228K	Buy	+2,210	New	+$199K	0.12%	36
2024 Q1	–	Sell	-2,981	Closed	-$233K	–	39
2023 Q4	$233K	Buy	+2,981	New	+$210K	0.15%	42
2023 Q3	–	Sell	-2,703	Closed	-$222K	–	41
2023 Q2	$222K	Buy	+2,703	New	+$202K	0.18%	38

Other funds holding BBY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IMPACTfolio's BBY Position: Q4 2024 in Review

IMPACTfolio sold out of Best Buy (BBY) in Q4 2024, closing a stake of 2,210 shares — an estimated $228K sold.

IMPACTfolio first reported a position in BBY in Q2 2023 and held it in 3 quarters. The position peaked at $233K in Q4 2023. 849 funds tracked by Wall St. Rank hold BBY as of Q4 2024.

IMPACTfolio reported no remaining Best Buy position as of Q4 2024 after selling out during the quarter.
IMPACTfolio sold 2,210 Best Buy shares in Q4 2024, an estimated $228K.
IMPACTfolio first reported a position in Best Buy in Q2 2023 and held it in 3 quarters.
IMPACTfolio's Best Buy position peaked at $233K in Q4 2023.
849 funds tracked by Wall St. Rank held Best Buy as of Q4 2024.

Based on IMPACTfolio's 13F filing for Q4 2024, filed 2 Jan 2025.