JPLA
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Joseph P. Lucia & Associates’s Best Buy BBY Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q4 		– Sell
-24
Closed -$3K – 161
2021
Q3 		$3K Hold
24
– – ﹤0.01% 475
2021
Q2 		$3K Hold
24
– – ﹤0.01% 476
2021
Q1 		$3K Buy
+24
New +$2.69K ﹤0.01% 450
2019
Q3 		– Sell
-675
Closed -$47K – 451
2019
Q2 		$47K Buy
+675
New +$47.1K 0.05% 174

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Joseph P. Lucia & Associates's BBY Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Best Buy (BBY) in Q4 2021, closing a stake of 24 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in BBY in Q2 2019 and held it in 4 quarters. The position peaked at $47K in Q2 2019. 842 funds tracked by Wall St. Rank hold BBY as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Best Buy position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 24 Best Buy shares in Q4 2021, an estimated $3K.
  • Joseph P. Lucia & Associates first reported a position in Best Buy in Q2 2019 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's Best Buy position peaked at $47K in Q2 2019.
  • 842 funds tracked by Wall St. Rank held Best Buy as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.