LF
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Lee Financial’s Best Buy BBY Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-131
Closed -$10.4K – 223
2023
Q4 		$10.4K Buy
131
+90
+220% +$6.34K ﹤0.01% 422
2023
Q3 		$2.89K Hold
41
– – ﹤0.01% 606
2023
Q2 		$3.4K Buy
+41
New +$3.06K ﹤0.01% 561
2022
Q4 		– Sell
-15
Closed -$1K – 935
2022
Q3 		$1K Buy
+15
New +$1.11K ﹤0.01% 735
2022
Q2 		– Sell
-48
Closed -$4K – 860
2022
Q1 		$4K Buy
48
+37
+336% +$3.67K ﹤0.01% 525
2021
Q4 		$1K Sell
11
-39
-78% -$4.44K ﹤0.01% 819
2021
Q3 		$5K Sell
50
-34
-40% -$3.82K ﹤0.01% 484
2021
Q2 		$10K Buy
+84
New +$9.8K ﹤0.01% 403

Other funds holding BBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return