NFG
BBBY

Next Financial Group’s Bed Bath & Beyond BBBY Stock Holding History

Next Financial Group’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
2021
Q1 		– Sell
-550
Closed -$24K – 2532
2020
Q4 		$24K Buy
+550
New +$32.5K ﹤0.01% 1470
2020
Q2 		– Sell
-270
Closed -$1K – 780
2020
Q1 		$1K Sell
270
-1,848
-87% -$10K ﹤0.01% 1991
2019
Q4 		$11K Buy
2,118
+1,290
+156% +$8.64K ﹤0.01% 1733
2019
Q3 		$7K Buy
+828
New +$11.3K ﹤0.01% 1802
2019
Q1 		– Sell
-419
Closed -$4K – 1678
2018
Q4 		$4K Hold
419
– – ﹤0.01% 1583
2018
Q3 		$9K Buy
+419
New +$10.3K ﹤0.01% 1003
2017
Q4 		– Sell
-523
Closed -$11K – 406
2017
Q3 		$11K Hold
523
– – ﹤0.01% 1163
2017
Q2 		$6K Buy
+523
New +$6.29K ﹤0.01% 1478

Other funds holding BBBY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Next Financial Group's BBBY Position: Q1 2021 in Review

Next Financial Group sold out of Bed Bath & Beyond (BBBY) in Q1 2021, closing a stake of 550 shares — an estimated $24K sold.

Next Financial Group first reported a position in BBBY in Q2 2017 and held it in 8 quarters. The position peaked at $24K in Q4 2020. 240 funds tracked by Wall St. Rank hold BBBY as of Q1 2021.

  • Next Financial Group reported no remaining Bed Bath & Beyond position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 550 Bed Bath & Beyond shares in Q1 2021, an estimated $24K.
  • Next Financial Group first reported a position in Bed Bath & Beyond in Q2 2017 and held it in 8 quarters.
  • Next Financial Group's Bed Bath & Beyond position peaked at $24K in Q4 2020.
  • 240 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.