IFWM
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Institute for Wealth Management’s Best Buy BBY Stock Holding History

Institute for Wealth Management’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
2020
Q1 		– Sell
-2,462
Closed -$216K – 413
2019
Q4 		$216K Sell
2,462
-1,218
-33% -$93.2K 0.05% 408
2019
Q3 		$254K Sell
3,680
-644
-15% -$44.9K 0.06% 354
2019
Q2 		$301K Buy
+4,324
New +$302K 0.07% 351

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institute for Wealth Management's BBY Position: Q1 2020 in Review

Institute for Wealth Management sold out of Best Buy (BBY) in Q1 2020, closing a stake of 2,462 shares — an estimated $216K sold.

Institute for Wealth Management first reported a position in BBY in Q2 2019 and held it in 3 quarters. The position peaked at $301K in Q2 2019. 611 funds tracked by Wall St. Rank hold BBY as of Q1 2020.

  • Institute for Wealth Management reported no remaining Best Buy position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 2,462 Best Buy shares in Q1 2020, an estimated $216K.
  • Institute for Wealth Management first reported a position in Best Buy in Q2 2019 and held it in 3 quarters.
  • Institute for Wealth Management's Best Buy position peaked at $301K in Q2 2019.
  • 611 funds tracked by Wall St. Rank held Best Buy as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.