Leo Wealth LLC’s Best Buy BBY Stock Holding History

Leo Wealth LLC’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 Q2	–	Sell	-2,799	Closed	-$229K	–	334
2024 Q1	$229K	Hold	2,799	–	–	0.02%	301
2023 Q4	$215K	Buy	+2,799	New	+$197K	0.02%	304

Other funds holding BBY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Leo Wealth LLC's BBY Position: Q2 2024 in Review

Leo Wealth LLC sold out of Best Buy (BBY) in Q2 2024, closing a stake of 2,799 shares — an estimated $229K sold.

Leo Wealth LLC first reported a position in BBY in Q4 2023 and held it in 2 quarters. The position peaked at $229K in Q1 2024. 828 funds tracked by Wall St. Rank hold BBY as of Q2 2024.

Leo Wealth LLC reported no remaining Best Buy position as of Q2 2024 after selling out during the quarter.
Leo Wealth LLC sold 2,799 Best Buy shares in Q2 2024, an estimated $229K.
Leo Wealth LLC first reported a position in Best Buy in Q4 2023 and held it in 2 quarters.
Leo Wealth LLC's Best Buy position peaked at $229K in Q1 2024.
828 funds tracked by Wall St. Rank held Best Buy as of Q2 2024.

Based on Leo Wealth LLC's 13F filing for Q2 2024, filed 17 Jul 2024.