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Mascoma Wealth Management’s Best Buy BBY Stock Holding History

Mascoma 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
2022
Q4 		– Sell
-54
Closed -$3K – 627
2022
Q3 		$3K Sell
54
-69
-56% -$5.11K ﹤0.01% 518
2022
Q2 		$8K Sell
123
-263
-68% -$21.9K ﹤0.01% 439
2022
Q1 		$35K Buy
386
+169
+78% +$16.7K 0.01% 310
2021
Q4 		$22K Buy
+217
New +$24.7K 0.01% 316
2017
Q2 		– Sell
-150
Closed -$7K – 412
2017
Q1 		$7K Hold
150
– – 0.01% 280
2016
Q4 		$6K Buy
+150
New +$6.37K ﹤0.01% 288

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return