MWM
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MorganRosel Wealth Management’s Best Buy BBY Stock Holding History

MorganRosel 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
2021
Q1 		– Sell
-5,600
Closed -$559K – 79
2020
Q4 		$559K Buy
+5,600
New +$626K 0.39% 54

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MorganRosel Wealth Management's BBY Position: Q1 2021 in Review

MorganRosel Wealth Management sold out of Best Buy (BBY) in Q1 2021, closing a stake of 5,600 shares — an estimated $559K sold.

MorganRosel Wealth Management first reported a position in BBY in Q4 2020 and held it in 1 quarter. The position peaked at $559K in Q4 2020. 766 funds tracked by Wall St. Rank hold BBY as of Q1 2021.

  • MorganRosel Wealth Management reported no remaining Best Buy position as of Q1 2021 after selling out during the quarter.
  • MorganRosel Wealth Management sold 5,600 Best Buy shares in Q1 2021, an estimated $559K.
  • MorganRosel Wealth Management first reported a position in Best Buy in Q4 2020 and held it in 1 quarter.
  • MorganRosel Wealth Management's Best Buy position peaked at $559K in Q4 2020.
  • 766 funds tracked by Wall St. Rank held Best Buy as of Q1 2021.

Based on MorganRosel Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.