Lake Point Wealth Management’s Best Buy BBY Stock Holding History

Lake Point 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
2022 Q1	–	Sell	-70	Closed	-$7K	–	425
2021 Q4	$7K	Hold	70	–	–	﹤0.01%	211
2021 Q3	$7K	Hold	70	–	–	﹤0.01%	203
2021 Q2	$8K	Buy	+70	New	+$8.17K	﹤0.01%	196
2020 Q1	$4K	Hold	70	–	–	﹤0.01%	179
2019 Q4	$6K	Buy	+70	New	+$5.36K	﹤0.01%	331
2019 Q2	$5K	Hold	70	–	–	﹤0.01%	416
2019 Q1	$5K	Sell	70 -4,051	-98%	-$253K	﹤0.01%	416
2018 Q4	$218K	Buy	+4,121	New	+$269K	0.08%	136

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Lake Point Wealth Management's BBY Position: Q1 2022 in Review

Lake Point Wealth Management sold out of Best Buy (BBY) in Q1 2022, closing a stake of 70 shares — an estimated $7K sold.

Lake Point Wealth Management first reported a position in BBY in Q4 2018 and held it in 8 quarters. The position peaked at $218K in Q4 2018. 799 funds tracked by Wall St. Rank hold BBY as of Q1 2022.

Lake Point Wealth Management reported no remaining Best Buy position as of Q1 2022 after selling out during the quarter.
Lake Point Wealth Management sold 70 Best Buy shares in Q1 2022, an estimated $7K.
Lake Point Wealth Management first reported a position in Best Buy in Q4 2018 and held it in 8 quarters.
Lake Point Wealth Management's Best Buy position peaked at $218K in Q4 2018.
799 funds tracked by Wall St. Rank held Best Buy as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.