NFG
BBY icon

Next Financial Group’s Best Buy BBY Stock Holding History

Next Financial Group’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
Q4 		$264K Sell
2,598
-814
-24% -$92.7K 0.02% 792
2021
Q3 		$363K Buy
3,412
+2,949
+637% +$331K 0.03% 598
2021
Q2 		$53K Buy
463
+195
+73% +$22.8K ﹤0.01% 1365
2021
Q1 		$31K Sell
268
-538
-67% -$60.2K ﹤0.01% 1476
2020
Q4 		$80K Sell
806
-776
-49% -$86.8K 0.01% 1033
2020
Q3 		$176K Buy
+1,582
New +$162K 0.02% 667
2020
Q2 		– Sell
-427
Closed -$24K – 713
2020
Q1 		$24K Sell
427
-44
-9% -$3.49K ﹤0.01% 1200
2019
Q4 		$41K Buy
471
+60
+15% +$4.59K ﹤0.01% 1261
2019
Q3 		$28K Sell
411
-256
-38% -$17.9K ﹤0.01% 1316
2019
Q2 		$47K Buy
667
+268
+67% +$18.7K 0.01% 1184
2019
Q1 		$28K Sell
399
-3,968
-91% -$247K 0.01% 874
2018
Q4 		$231K Buy
4,367
+4,032
+1,204% +$263K 0.05% 362
2018
Q3 		$27K Buy
+335
New +$25.9K 0.01% 690
2017
Q4 		– Sell
-20
Closed -$1K – 358
2017
Q3 		$1K Buy
+20
New +$1.15K ﹤0.01% 1667
2017
Q2 		– Sell
-50
Closed -$3K – 1902
2017
Q1 		$3K Sell
50
-150
-75% -$6.7K ﹤0.01% 1609
2016
Q4 		$9K Hold
200
– – ﹤0.01% 1678
2016
Q3 		$8K Buy
+200
New +$7.02K ﹤0.01% 1736
2016
Q1 		– Sell
-16
Closed – – 1725
2015
Q4 		$0 Sell
16
-34
-68% -$1.13K ﹤0.01% 1775
2015
Q3 		$1K Sell
50
-16
-24% -$548 ﹤0.01% 1687
2015
Q2 		$2K Hold
66
– – ﹤0.01% 1648
2015
Q1 		$2K Hold
66
– – ﹤0.01% 1658
2014
Q4 		$3K Sell
66
-193
-75% -$6.79K ﹤0.01% 1624
2014
Q3 		$9K Hold
259
– – ﹤0.01% 1788
2014
Q2 		$8K Buy
+259
New +$6.98K ﹤0.01% 825

Other funds holding BBY

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Next Financial Group's BBY Position: Q4 2021 in Review

Next Financial Group reduced its Best Buy (BBY) stake by 24% in Q4 2021, selling an estimated $92.7K and leaving 2,598 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #792.

Next Financial Group first reported a position in BBY in Q2 2014 and has held it in 24 quarters since. The position peaked at $363K in Q3 2021. 842 funds tracked by Wall St. Rank hold BBY as of Q4 2021.

  • Next Financial Group held 2,598 shares of Best Buy worth $264K as of Q4 2021.
  • Next Financial Group sold 814 Best Buy shares in Q4 2021, an estimated $92.7K.
  • Best Buy made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #792 holding.
  • Next Financial Group first reported a position in Best Buy in Q2 2014 and has held it in 24 quarters since.
  • Next Financial Group's Best Buy position peaked at $363K in Q3 2021.
  • 842 funds tracked by Wall St. Rank held Best Buy as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.