LifeWealth Investments’s Best Buy BBY Stock Holding History

LifeWealth Investments’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
2025 Q1	–	Sell	-2,389	Closed	-$205K	–	130
2024 Q4	$205K	Buy	+2,389	New	+$218K	0.14%	143

Other funds holding BBY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LifeWealth Investments's BBY Position: Q1 2025 in Review

LifeWealth Investments sold out of Best Buy (BBY) in Q1 2025, closing a stake of 2,389 shares — an estimated $205K sold.

LifeWealth Investments first reported a position in BBY in Q4 2024 and held it in 1 quarter. The position peaked at $205K in Q4 2024. 816 funds tracked by Wall St. Rank hold BBY as of Q1 2025.

LifeWealth Investments reported no remaining Best Buy position as of Q1 2025 after selling out during the quarter.
LifeWealth Investments sold 2,389 Best Buy shares in Q1 2025, an estimated $205K.
LifeWealth Investments first reported a position in Best Buy in Q4 2024 and held it in 1 quarter.
LifeWealth Investments's Best Buy position peaked at $205K in Q4 2024.
816 funds tracked by Wall St. Rank held Best Buy as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.