Kingsview Wealth Management’s Best Buy BBY Stock Holding History

Kingsview 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
2025 Q3	–	Sell	-6,748	Closed	-$453K	–	1205
2025 Q2	$453K	Buy	+6,748	New	+$458K	0.01%	800
2024 Q4	–	Sell	-2,111	Closed	-$218K	–	1105
2024 Q3	$218K	Sell	2,111 -308	-13%	-$27.8K	﹤0.01%	1004
2024 Q2	$204K	Sell	2,419 -6,053	-71%	-$481K	﹤0.01%	986
2024 Q1	$695K	Buy	+8,472	New	+$645K	0.02%	594
2023 Q1	–	Sell	-4,045	Closed	-$324K	–	892
2022 Q4	$324K	Buy	4,045 +297	+8%	+$21.9K	0.01%	641
2022 Q3	$237K	Sell	3,748 -12,739	-77%	-$943K	0.01%	708
2022 Q2	$1.07M	Buy	16,487 +3,338	+25%	+$278K	0.05%	343
2022 Q1	$1.2M	Sell	13,149 -1,034	-7%	-$102K	0.05%	339
2021 Q4	$1.44M	Buy	14,183 +1,052	+8%	+$120K	0.06%	306
2021 Q3	$1.39M	Buy	13,131 +41	+0.3%	+$4.61K	0.07%	292
2021 Q2	$1.52M	Buy	+13,090	New	+$1.53M	0.08%	278
2021 Q1	–	Sell	-8,216	Closed	-$820K	–	865
2020 Q4	$820K	Buy	8,216 +5,580	+212%	+$624K	0.06%	319
2020 Q3	$293K	Buy	+2,636	New	+$270K	0.03%	481

Other funds holding BBY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

AQR Capital Management

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return