LWM
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Lenox Wealth Management’s Best Buy BBY Stock Holding History

Lenox Wealth Management’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
2020
Q2 		– Sell
-75
Closed -$4K – 742
2020
Q1 		$4K Hold
75
– – ﹤0.01% 510
2019
Q4 		$7K Hold
75
– – ﹤0.01% 488
2019
Q3 		$5K Hold
75
– – ﹤0.01% 531
2019
Q2 		$5K Buy
+75
New +$5.23K ﹤0.01% 510
2017
Q1 		– Sell
-82
Closed -$3.66K – 225
2016
Q4 		$3K Buy
+82
New +$3.48K ﹤0.01% 205

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lenox Wealth Management's BBY Position: Q2 2020 in Review

Lenox Wealth Management sold out of Best Buy (BBY) in Q2 2020, closing a stake of 75 shares — an estimated $4K sold.

Lenox Wealth Management first reported a position in BBY in Q4 2016 and held it in 5 quarters. The position peaked at $7K in Q4 2019. 671 funds tracked by Wall St. Rank hold BBY as of Q2 2020.

  • Lenox Wealth Management reported no remaining Best Buy position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 75 Best Buy shares in Q2 2020, an estimated $4K.
  • Lenox Wealth Management first reported a position in Best Buy in Q4 2016 and held it in 5 quarters.
  • Lenox Wealth Management's Best Buy position peaked at $7K in Q4 2019.
  • 671 funds tracked by Wall St. Rank held Best Buy as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.