IWC
BBBY

Integrated Wealth Concepts’s Bed Bath & Beyond BBBY Stock Holding History

Integrated Wealth Concepts’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
2024
Q3 		– Sell
-11,000
Closed -$131K – 1683
2024
Q2 		$131K Buy
+11,000
New +$195K ﹤0.01% 1560

Other funds holding BBBY

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Integrated Wealth Concepts's BBBY Position: Q3 2024 in Review

Integrated Wealth Concepts sold out of Bed Bath & Beyond (BBBY) in Q3 2024, closing a stake of 11,000 shares — an estimated $131K sold.

Integrated Wealth Concepts first reported a position in BBBY in Q2 2024 and held it in 1 quarter. The position peaked at $131K in Q2 2024. 198 funds tracked by Wall St. Rank hold BBBY as of Q3 2024.

  • Integrated Wealth Concepts reported no remaining Bed Bath & Beyond position as of Q3 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 11,000 Bed Bath & Beyond shares in Q3 2024, an estimated $131K.
  • Integrated Wealth Concepts first reported a position in Bed Bath & Beyond in Q2 2024 and held it in 1 quarter.
  • Integrated Wealth Concepts's Bed Bath & Beyond position peaked at $131K in Q2 2024.
  • 198 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q3 2024.

Based on Integrated Wealth Concepts's 13F filing for Q3 2024, filed 14 Nov 2024.