IAA
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Independent Advisor Alliance’s Best Buy BBY Stock Holding History

Independent Advisor Alliance’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
2025
Q1 		– Sell
-3,002
Closed -$258K – 836
2024
Q4 		$258K Buy
3,002
+142
+5% +$13K ﹤0.01% 1194
2024
Q3 		$295K Sell
2,860
-960
-25% -$86.5K 0.01% 570
2024
Q2 		$322K Buy
+3,820
New +$303K 0.01% 556
2022
Q2 		– Sell
-3,024
Closed -$275K – 630
2022
Q1 		$275K Buy
+3,024
New +$300K 0.01% 518

Other funds holding BBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Advisor Alliance's BBY Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Best Buy (BBY) in Q1 2025, closing a stake of 3,002 shares — an estimated $258K sold.

Independent Advisor Alliance first reported a position in BBY in Q1 2022 and held it in 4 quarters. The position peaked at $322K in Q2 2024. 816 funds tracked by Wall St. Rank hold BBY as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Best Buy position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,002 Best Buy shares in Q1 2025, an estimated $258K.
  • Independent Advisor Alliance first reported a position in Best Buy in Q1 2022 and held it in 4 quarters.
  • Independent Advisor Alliance's Best Buy position peaked at $322K in Q2 2024.
  • 816 funds tracked by Wall St. Rank held Best Buy as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.