Lake Street Private Wealth’s Best Buy BBY Stock Holding History

Lake Street Private Wealth’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
2023 Q3	–	Sell	-3,340	Closed	-$274K	–	285
2023 Q2	$274K	Sell	3,340 -272	-8%	-$20.3K	0.05%	241
2023 Q1	$283K	Buy	3,612 +428	+13%	+$35.3K	0.05%	235
2022 Q4	$255K	Buy	+3,184	New	+$234K	0.05%	236

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

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

Lake Street Private Wealth's BBY Position: Q3 2023 in Review

Lake Street Private Wealth sold out of Best Buy (BBY) in Q3 2023, closing a stake of 3,340 shares — an estimated $274K sold.

Lake Street Private Wealth first reported a position in BBY in Q4 2022 and held it in 3 quarters. The position peaked at $283K in Q1 2023. 699 funds tracked by Wall St. Rank hold BBY as of Q3 2023.

Lake Street Private Wealth reported no remaining Best Buy position as of Q3 2023 after selling out during the quarter.
Lake Street Private Wealth sold 3,340 Best Buy shares in Q3 2023, an estimated $274K.
Lake Street Private Wealth first reported a position in Best Buy in Q4 2022 and held it in 3 quarters.
Lake Street Private Wealth's Best Buy position peaked at $283K in Q1 2023.
699 funds tracked by Wall St. Rank held Best Buy as of Q3 2023.

Based on Lake Street Private Wealth's 13F filing for Q3 2023, filed 20 Oct 2023.