IFWM
BBBY

Institute for Wealth Management’s Bed Bath & Beyond Inc BBBY Stock Holding History

Institute for Wealth Management’s Portfolio BBBY Stock Details BBBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-7,528
Closed -$251K – 508
2021
Q2 		$251K Hold
7,528
– – 0.04% 418
2021
Q1 		$219K Buy
+7,528
New +$211K 0.04% 429

Other funds holding BBBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Institute for Wealth Management's BBBY Position: Q3 2021 in Review

Institute for Wealth Management sold out of Bed Bath & Beyond Inc (BBBY) in Q3 2021, closing a stake of 7,528 shares — an estimated $251K sold.

Institute for Wealth Management first reported a position in BBBY in Q1 2021 and held it in 2 quarters. The position peaked at $251K in Q2 2021. 273 funds tracked by Wall St. Rank hold BBBY as of Q3 2021.

  • Institute for Wealth Management reported no remaining Bed Bath & Beyond Inc position as of Q3 2021 after selling out during the quarter.
  • Institute for Wealth Management sold 7,528 Bed Bath & Beyond Inc shares in Q3 2021, an estimated $251K.
  • Institute for Wealth Management first reported a position in Bed Bath & Beyond Inc in Q1 2021 and held it in 2 quarters.
  • Institute for Wealth Management's Bed Bath & Beyond Inc position peaked at $251K in Q2 2021.
  • 273 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q3 2021.

Based on Institute for Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.