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Iron Horse Wealth Management’s Best Buy BBY Stock Holding History

Iron Horse 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
2023
Q4 		– Sell
-140
Closed -$9.73K – 500
2023
Q3 		$9.73K Buy
+140
New +$10.8K ﹤0.01% 188
2023
Q1 		– Sell
-35
Closed -$3K – 360
2022
Q4 		$3K Buy
+35
New +$2.58K ﹤0.01% 173
2022
Q3 		– Sell
-35
Closed -$2K – 148
2022
Q2 		$2K Hold
35
– – ﹤0.01% 189
2022
Q1 		$3K Hold
35
– – ﹤0.01% 177
2021
Q4 		$4K Hold
35
– – ﹤0.01% 150
2021
Q3 		$4K Hold
35
– – ﹤0.01% 137
2021
Q2 		$4K Hold
35
– – ﹤0.01% 145
2021
Q1 		$4K Hold
35
– – ﹤0.01% 137
2020
Q4 		$3K Buy
+35
New +$3.91K ﹤0.01% 136

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Iron Horse Wealth Management's BBY Position: Q4 2023 in Review

Iron Horse Wealth Management sold out of Best Buy (BBY) in Q4 2023, closing a stake of 140 shares — an estimated $9.73K sold.

Iron Horse Wealth Management first reported a position in BBY in Q4 2020 and held it in 9 quarters. The position peaked at $9.73K in Q3 2023. 766 funds tracked by Wall St. Rank hold BBY as of Q4 2023.

  • Iron Horse Wealth Management reported no remaining Best Buy position as of Q4 2023 after selling out during the quarter.
  • Iron Horse Wealth Management sold 140 Best Buy shares in Q4 2023, an estimated $9.73K.
  • Iron Horse Wealth Management first reported a position in Best Buy in Q4 2020 and held it in 9 quarters.
  • Iron Horse Wealth Management's Best Buy position peaked at $9.73K in Q3 2023.
  • 766 funds tracked by Wall St. Rank held Best Buy as of Q4 2023.

Based on Iron Horse Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.