Marcum Wealth’s Best Buy BBY Stock Holding History

Marcum Wealth’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 Q4	–	Sell	-2,214	Closed	-$229K	–	411
2024 Q3	$229K	Buy	+2,214	New	+$199K	0.02%	335

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Marcum Wealth's BBY Position: Q4 2024 in Review

Marcum Wealth sold out of Best Buy (BBY) in Q4 2024, closing a stake of 2,214 shares — an estimated $229K sold.

Marcum Wealth first reported a position in BBY in Q3 2024 and held it in 1 quarter. The position peaked at $229K in Q3 2024. 850 funds tracked by Wall St. Rank hold BBY as of Q4 2024.

Marcum Wealth reported no remaining Best Buy position as of Q4 2024 after selling out during the quarter.
Marcum Wealth sold 2,214 Best Buy shares in Q4 2024, an estimated $229K.
Marcum Wealth first reported a position in Best Buy in Q3 2024 and held it in 1 quarter.
Marcum Wealth's Best Buy position peaked at $229K in Q3 2024.
850 funds tracked by Wall St. Rank held Best Buy as of Q4 2024.

Based on Marcum Wealth's 13F filing for Q4 2024, filed 13 Jan 2025.