LWCFA
BBY icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Best Buy BBY Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2024
Q2 		– Sell
-66
Closed -$4.96K – 555
2024
Q1 		$4.96K Buy
+66
New +$5.02K ﹤0.01% 525
2021
Q3 		– Sell
-38
Closed -$4K – 765
2021
Q2 		$4K Buy
+38
New +$4.43K ﹤0.01% 757

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BBY Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Best Buy (BBY) in Q2 2024, closing a stake of 66 shares — an estimated $4.96K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BBY in Q2 2021 and held it in 2 quarters. The position peaked at $4.96K in Q1 2024. 829 funds tracked by Wall St. Rank hold BBY as of Q2 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Best Buy position as of Q2 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 66 Best Buy shares in Q2 2024, an estimated $4.96K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Best Buy in Q2 2021 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Best Buy position peaked at $4.96K in Q1 2024.
  • 829 funds tracked by Wall St. Rank held Best Buy as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.