NC
BBBY

NewSquare Capital’s Bed Bath & Beyond BBBY Stock Holding History

NewSquare Capital’s Portfolio BBBY Stock Details BBBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-23
Closed -$754 – 370
2024
Q1 		$754 Hold
23
– – ﹤0.01% 374
2023
Q4 		$581 Hold
23
– – ﹤0.01% 430
2023
Q3 		$332 Sell
23
-98
-81% -$2.4K ﹤0.01% 539
2023
Q2 		$3.58K Hold
121
– – ﹤0.01% 455
2023
Q1 		$2.23K Buy
121
+46
+61% +$858 ﹤0.01% 561
2022
Q4 		$1.32K Buy
+75
New +$1.61K ﹤0.01% 543

Other funds holding BBBY

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCM
JAT Capital Management Greenwich, Connecticut $59.3M AUM 134.04% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NewSquare Capital's BBBY Position: Q2 2024 in Review

NewSquare Capital sold out of Bed Bath & Beyond (BBBY) in Q2 2024, closing a stake of 23 shares — an estimated $754 sold.

NewSquare Capital first reported a position in BBBY in Q4 2022 and held it in 6 quarters. The position peaked at $3.58K in Q2 2023. 209 funds tracked by Wall St. Rank hold BBBY as of Q2 2024.

  • NewSquare Capital reported no remaining Bed Bath & Beyond position as of Q2 2024 after selling out during the quarter.
  • NewSquare Capital sold 23 Bed Bath & Beyond shares in Q2 2024, an estimated $754.
  • NewSquare Capital first reported a position in Bed Bath & Beyond in Q4 2022 and held it in 6 quarters.
  • NewSquare Capital's Bed Bath & Beyond position peaked at $3.58K in Q2 2023.
  • 209 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q2 2024.

Based on NewSquare Capital's 13F filing for Q2 2024, filed 23 Jul 2024.