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Liberty Wealth Management’s Best Buy BBY Stock Holding History

Liberty 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
2021
Q4 		– Sell
-113
Closed -$12K – 258
2021
Q3 		$12K Buy
113
+1
+0.9% +$112 ﹤0.01% 783
2021
Q2 		$13K Sell
112
-4
-3% -$467 0.01% 583
2021
Q1 		$12K Hold
116
– – 0.01% 551
2020
Q4 		$12K Buy
116
+6
+5% +$671 0.01% 546
2020
Q3 		$12K Hold
110
– – 0.01% 483
2020
Q2 		$9K Buy
110
+1
+0.9% +$76 0.01% 505
2020
Q1 		$6K Buy
109
+1
+0.9% +$79 0.01% 530
2019
Q4 		$9K Buy
108
+1
+0.9% +$77 0.01% 555
2019
Q3 		$7K Buy
107
+1
+0.9% +$70 0.01% 573
2019
Q2 		$7K Buy
+106
New +$7.39K 0.01% 581
2019
Q1 		– Sell
-135
Closed -$7K – 736
2018
Q4 		$7K Buy
+135
New +$8.82K 0.01% 478

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Liberty Wealth Management's BBY Position: Q4 2021 in Review

Liberty Wealth Management sold out of Best Buy (BBY) in Q4 2021, closing a stake of 113 shares — an estimated $12K sold.

Liberty Wealth Management first reported a position in BBY in Q4 2018 and held it in 11 quarters. The position peaked at $13K in Q2 2021. 842 funds tracked by Wall St. Rank hold BBY as of Q4 2021.

  • Liberty Wealth Management reported no remaining Best Buy position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 113 Best Buy shares in Q4 2021, an estimated $12K.
  • Liberty Wealth Management first reported a position in Best Buy in Q4 2018 and held it in 11 quarters.
  • Liberty Wealth Management's Best Buy position peaked at $13K in Q2 2021.
  • 842 funds tracked by Wall St. Rank held Best Buy as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.