Jeppson Wealth Management’s Best Buy BBY Stock Holding History

Jeppson 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 Q4	–	Sell	-75	Closed	-$8K	–	159
2020 Q3	$8K	Buy	+75	New	+$7.67K	0.01%	407

Other funds holding BBY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jeppson Wealth Management's BBY Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Best Buy (BBY) in Q4 2020, closing a stake of 75 shares — an estimated $8K sold.

Jeppson Wealth Management first reported a position in BBY in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 799 funds tracked by Wall St. Rank hold BBY as of Q4 2020.

Jeppson Wealth Management reported no remaining Best Buy position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 75 Best Buy shares in Q4 2020, an estimated $8K.
Jeppson Wealth Management first reported a position in Best Buy in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Best Buy position peaked at $8K in Q3 2020.
799 funds tracked by Wall St. Rank held Best Buy as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.