LWM
BBBY

Laidlaw Wealth Management’s Bed Bath & Beyond BBBY Stock Holding History

Laidlaw Wealth Management’s Portfolio BBBY Stock Details BBBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,155
Closed -$360K – 280
2023
Q2 		$360K Buy
12,155
+495
+4% +$9.14K 0.07% 236
2023
Q1 		$215K Hold
11,660
– – 0.04% 322
2022
Q4 		$205K Buy
+11,660
New +$251K 0.04% 333

Other funds holding BBBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JCM
JAT Capital Management Greenwich, Connecticut $59.3M AUM 134.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Laidlaw Wealth Management's BBBY Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Bed Bath & Beyond (BBBY) in Q3 2023, closing a stake of 12,155 shares — an estimated $360K sold.

Laidlaw Wealth Management first reported a position in BBBY in Q4 2022 and held it in 3 quarters. The position peaked at $360K in Q2 2023. 184 funds tracked by Wall St. Rank hold BBBY as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining Bed Bath & Beyond position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 12,155 Bed Bath & Beyond shares in Q3 2023, an estimated $360K.
  • Laidlaw Wealth Management first reported a position in Bed Bath & Beyond in Q4 2022 and held it in 3 quarters.
  • Laidlaw Wealth Management's Bed Bath & Beyond position peaked at $360K in Q2 2023.
  • 184 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.