NewEdge Wealth’s Best Buy BBY Stock Holding History

NewEdge 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
2022 Q4	–	Sell	-8,169	Closed	-$517K	–	546
2022 Q3	$517K	Sell	8,169 -2,682	-25%	-$199K	0.02%	353
2022 Q2	$707K	Buy	+10,851	New	+$904K	0.03%	334

Other funds holding BBY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

NewEdge Wealth's BBY Position: Q4 2022 in Review

NewEdge Wealth sold out of Best Buy (BBY) in Q4 2022, closing a stake of 8,169 shares — an estimated $517K sold.

NewEdge Wealth first reported a position in BBY in Q2 2022 and held it in 2 quarters. The position peaked at $707K in Q2 2022. 776 funds tracked by Wall St. Rank hold BBY as of Q4 2022.

NewEdge Wealth reported no remaining Best Buy position as of Q4 2022 after selling out during the quarter.
NewEdge Wealth sold 8,169 Best Buy shares in Q4 2022, an estimated $517K.
NewEdge Wealth first reported a position in Best Buy in Q2 2022 and held it in 2 quarters.
NewEdge Wealth's Best Buy position peaked at $707K in Q2 2022.
776 funds tracked by Wall St. Rank held Best Buy as of Q4 2022.

Based on NewEdge Wealth's 13F filing for Q4 2022, filed 14 Feb 2023.