LWA
BBBY

Lenox Wealth Advisors’s Bed Bath & Beyond Inc BBBY Stock Holding History

Lenox Wealth Advisors’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
2021
Q1 		– Sell
-266
Closed -$5K – 774
2020
Q4 		$5K Hold
266
– – ﹤0.01% 518
2020
Q3 		$4K Hold
266
– – ﹤0.01% 469
2020
Q2 		$3K Buy
+266
New +$1.83K ﹤0.01% 498

Other funds holding BBBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's BBBY Position: Q1 2021 in Review

Lenox Wealth Advisors sold out of Bed Bath & Beyond Inc (BBBY) in Q1 2021, closing a stake of 266 shares — an estimated $5K sold.

Lenox Wealth Advisors first reported a position in BBBY in Q2 2020 and held it in 3 quarters. The position peaked at $5K in Q4 2020. 270 funds tracked by Wall St. Rank hold BBBY as of Q1 2021.

  • Lenox Wealth Advisors reported no remaining Bed Bath & Beyond Inc position as of Q1 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 266 Bed Bath & Beyond Inc shares in Q1 2021, an estimated $5K.
  • Lenox Wealth Advisors first reported a position in Bed Bath & Beyond Inc in Q2 2020 and held it in 3 quarters.
  • Lenox Wealth Advisors's Bed Bath & Beyond Inc position peaked at $5K in Q4 2020.
  • 270 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q1 2021.

Based on Lenox Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.