IFPG
BBBY

Intrepid Financial Planning Group’s Bed Bath & Beyond BBBY Stock Holding History

Intrepid Financial Planning Group’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
Q2 		– Sell
-7,266
Closed -$237K – 128
2024
Q1 		$237K Buy
+7,266
New +$187K 0.1% 111
2023
Q3 		– Sell
-8,333
Closed -$247K – 121
2023
Q2 		$247K Buy
+8,333
New +$154K 0.12% 100

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
JCM
JAT Capital Management Greenwich, Connecticut $59.3M AUM 134.04% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Intrepid Financial Planning Group's BBBY Position: Q2 2024 in Review

Intrepid Financial Planning Group sold out of Bed Bath & Beyond (BBBY) in Q2 2024, closing a stake of 7,266 shares — an estimated $237K sold.

Intrepid Financial Planning Group first reported a position in BBBY in Q2 2023 and held it in 2 quarters. The position peaked at $247K in Q2 2023. 209 funds tracked by Wall St. Rank hold BBBY as of Q2 2024.

  • Intrepid Financial Planning Group reported no remaining Bed Bath & Beyond position as of Q2 2024 after selling out during the quarter.
  • Intrepid Financial Planning Group sold 7,266 Bed Bath & Beyond shares in Q2 2024, an estimated $237K.
  • Intrepid Financial Planning Group first reported a position in Bed Bath & Beyond in Q2 2023 and held it in 2 quarters.
  • Intrepid Financial Planning Group's Bed Bath & Beyond position peaked at $247K in Q2 2023.
  • 209 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q2 2024.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2024, filed 12 Aug 2024.