Marks Group Wealth Management’s Best Buy BBY Stock Holding History

Marks Group 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
2025 Q1	–	Sell	-3,344	Closed	-$287K	–	301
2024 Q4	$287K	Buy	+3,344	New	+$305K	0.03%	260

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Marks Group Wealth Management's BBY Position: Q1 2025 in Review

Marks Group Wealth Management sold out of Best Buy (BBY) in Q1 2025, closing a stake of 3,344 shares — an estimated $287K sold.

Marks Group Wealth Management first reported a position in BBY in Q4 2024 and held it in 1 quarter. The position peaked at $287K in Q4 2024. 816 funds tracked by Wall St. Rank hold BBY as of Q1 2025.

Marks Group Wealth Management reported no remaining Best Buy position as of Q1 2025 after selling out during the quarter.
Marks Group Wealth Management sold 3,344 Best Buy shares in Q1 2025, an estimated $287K.
Marks Group Wealth Management first reported a position in Best Buy in Q4 2024 and held it in 1 quarter.
Marks Group Wealth Management's Best Buy position peaked at $287K in Q4 2024.
816 funds tracked by Wall St. Rank held Best Buy as of Q1 2025.

Based on Marks Group Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.