Laurel Wealth Planning’s Best Buy BBY Stock Holding History

Laurel Wealth Planning’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 Q1	–	Sell	-320	Closed	-$25.7K	–	77
2022 Q4	$25.7K	Hold	320	–	–	0.02%	121
2022 Q3	$20K	Hold	320	–	–	0.01%	132
2022 Q2	$21K	Sell	320 -106	-25%	-$8.84K	0.01%	134
2022 Q1	$39K	Hold	426	–	–	0.03%	128
2021 Q4	$43K	Hold	426	–	–	0.03%	91
2021 Q3	$45K	Hold	426	–	–	0.04%	88
2021 Q2	$49K	Hold	426	–	–	0.04%	68
2021 Q1	$49K	Sell	426 -69	-14%	-$7.73K	0.04%	64
2020 Q4	$0	Buy	+495	New	+$55.4K	﹤0.01%	119

Other funds holding BBY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laurel Wealth Planning's BBY Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Best Buy (BBY) in Q1 2023, closing a stake of 320 shares — an estimated $25.7K sold.

Laurel Wealth Planning first reported a position in BBY in Q4 2020 and held it in 9 quarters. The position peaked at $49K in Q2 2021. 777 funds tracked by Wall St. Rank hold BBY as of Q1 2023.

Laurel Wealth Planning reported no remaining Best Buy position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 320 Best Buy shares in Q1 2023, an estimated $25.7K.
Laurel Wealth Planning first reported a position in Best Buy in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's Best Buy position peaked at $49K in Q2 2021.
777 funds tracked by Wall St. Rank held Best Buy as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.