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Kaizen Financial Strategies’s Best Buy BBY Stock Holding History

Kaizen Financial Strategies’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
Q3 		– Sell
-3,703
Closed -$316K – 140
2024
Q2 		$316K Sell
3,703
-3,657
-50% -$290K 0.2% 87
2024
Q1 		$604K Sell
7,360
-451
-6% -$34.3K 0.41% 45
2023
Q4 		$611K Sell
7,811
-2,327
-23% -$164K 0.46% 38
2023
Q3 		$704K Buy
10,138
+438
+5% +$33.9K 0.6% 32
2023
Q2 		$787K Sell
9,700
-312
-3% -$23.3K 0.67% 28
2023
Q1 		$784K Sell
10,012
-933
-9% -$76.9K 0.77% 29
2022
Q4 		$939K Sell
10,945
-1,161
-10% -$85.5K 0.93% 32
2022
Q3 		$767K Buy
12,106
+596
+5% +$44.1K 0.78% 35
2022
Q2 		$750K Buy
11,510
+1,599
+16% +$133K 0.74% 34
2022
Q1 		$901K Buy
9,911
+2,654
+37% +$263K 0.71% 33
2021
Q4 		$737K Buy
7,257
+1,442
+25% +$164K 0.55% 47
2021
Q3 		$615K Buy
+5,815
New +$653K 0.5% 58

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kaizen Financial Strategies's BBY Position: Q3 2024 in Review

Kaizen Financial Strategies sold out of Best Buy (BBY) in Q3 2024, closing a stake of 3,703 shares — an estimated $316K sold.

Kaizen Financial Strategies first reported a position in BBY in Q3 2021 and held it in 12 quarters. The position peaked at $939K in Q4 2022. 873 funds tracked by Wall St. Rank hold BBY as of Q3 2024.

  • Kaizen Financial Strategies reported no remaining Best Buy position as of Q3 2024 after selling out during the quarter.
  • Kaizen Financial Strategies sold 3,703 Best Buy shares in Q3 2024, an estimated $316K.
  • Kaizen Financial Strategies first reported a position in Best Buy in Q3 2021 and held it in 12 quarters.
  • Kaizen Financial Strategies's Best Buy position peaked at $939K in Q4 2022.
  • 873 funds tracked by Wall St. Rank held Best Buy as of Q3 2024.

Based on Kaizen Financial Strategies's 13F filing for Q3 2024, filed 4 Nov 2024.