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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 – 411
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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Mascoma Wealth Management's BBY Position: Q4 2022 in Review

Mascoma Wealth Management sold out of Best Buy (BBY) in Q4 2022, closing a stake of 54 shares — an estimated $3K sold.

Mascoma Wealth Management first reported a position in BBY in Q4 2016 and held it in 6 quarters. The position peaked at $35K in Q1 2022. 776 funds tracked by Wall St. Rank hold BBY as of Q4 2022.

  • Mascoma Wealth Management reported no remaining Best Buy position as of Q4 2022 after selling out during the quarter.
  • Mascoma Wealth Management sold 54 Best Buy shares in Q4 2022, an estimated $3K.
  • Mascoma Wealth Management first reported a position in Best Buy in Q4 2016 and held it in 6 quarters.
  • Mascoma Wealth Management's Best Buy position peaked at $35K in Q1 2022.
  • 776 funds tracked by Wall St. Rank held Best Buy as of Q4 2022.

Based on Mascoma Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.