JWM
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Janiczek Wealth Management’s Best Buy BBY Stock Holding History

Janiczek 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
2024
Q2 		$21.5K Sell
255
-171
-40% -$13.6K ﹤0.01% 548
2024
Q1 		$35K Buy
426
+14
+3% +$1.06K 0.01% 471
2023
Q4 		$32.3K Sell
412
-87
-17% -$6.13K 0.01% 473
2023
Q3 		$34.7K Sell
499
-3
-0.6% -$232 0.01% 424
2023
Q2 		$41.2K Sell
502
-73
-13% -$5.45K 0.01% 343
2023
Q1 		$42.2K Sell
575
-273
-32% -$22.5K 0.01% 337
2022
Q4 		$73.3K Sell
848
-942
-53% -$69.3K 0.02% 262
2022
Q3 		$114K Sell
1,790
-353
-16% -$26.1K 0.04% 176
2022
Q2 		$165K Buy
2,143
+310
+17% +$25.8K 0.05% 129
2022
Q1 		$166K Buy
1,833
+1,065
+139% +$106K 0.05% 139
2021
Q4 		$78K Sell
768
-728
-49% -$82.9K 0.02% 227
2021
Q3 		$158K Buy
1,496
+641
+75% +$72K 0.06% 121
2021
Q2 		$98K Buy
855
+337
+65% +$39.3K 0.04% 158
2021
Q1 		$59K Sell
518
-60
-10% -$6.72K 0.02% 202
2020
Q4 		$58K Buy
578
+487
+535% +$54.5K 0.03% 173
2020
Q3 		$10K Buy
+91
New +$9.3K 0.01% 230

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
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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janiczek Wealth Management's BBY Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Best Buy (BBY) stake by 40% in Q2 2024, selling an estimated $13.6K and leaving 255 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Janiczek Wealth Management first reported a position in BBY in Q3 2020 and has held it in 16 quarters since. The position peaked at $166K in Q1 2022. 828 funds tracked by Wall St. Rank hold BBY as of Q2 2024.

  • Janiczek Wealth Management held 255 shares of Best Buy worth $21.5K as of Q2 2024.
  • Janiczek Wealth Management sold 171 Best Buy shares in Q2 2024, an estimated $13.6K.
  • Best Buy made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #548 holding.
  • Janiczek Wealth Management first reported a position in Best Buy in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Best Buy position peaked at $166K in Q1 2022.
  • 828 funds tracked by Wall St. Rank held Best Buy as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.