Lenox Wealth Advisors’s Best Buy BBY Stock Holding History

Lenox Wealth Advisors’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	$1K	Sell	10 -1	-9%	-$99	﹤0.01%	684
2021 Q4	$1K	Buy	+11	New	+$1.25K	﹤0.01%	796
2021 Q2	–	Sell	-2	Closed	–	–	700
2021 Q1	$0	Buy	+2	New	+$224	﹤0.01%	682
2019 Q1	–	Sell	-626	Closed	-$33K	–	604
2018 Q4	$33K	Hold	626	–	–	0.01%	152
2018 Q3	$50K	Hold	626	–	–	0.01%	134
2018 Q2	$47K	Buy	+626	New	+$46.3K	0.01%	140
2013 Q3	–	Sell	-350	Closed	-$10K	–	254
2013 Q2	$10K	Buy	+350	New	+$9.03K	0.01%	111

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

Lenox Wealth Advisors's BBY Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Best Buy (BBY) stake by 9.1% in Q1 2022, selling an estimated $99 and leaving 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Lenox Wealth Advisors first reported a position in BBY in Q2 2013 and has held it in 7 quarters since. The position peaked at $50K in Q3 2018. 800 funds tracked by Wall St. Rank hold BBY as of Q1 2022.

Lenox Wealth Advisors held 10 shares of Best Buy worth $1K as of Q1 2022.
Lenox Wealth Advisors sold 1 Best Buy share in Q1 2022, an estimated $99.
Best Buy made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #684 holding.
Lenox Wealth Advisors first reported a position in Best Buy in Q2 2013 and has held it in 7 quarters since.
Lenox Wealth Advisors's Best Buy position peaked at $50K in Q3 2018.
800 funds tracked by Wall St. Rank held Best Buy as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.