NWAM LLC’s Best Buy BBY Stock Holding History

NWAM LLC’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
2025 Q1	–	Sell	-27,347	Closed	-$2.35M	–	508
2024 Q4	$2.35M	Sell	27,347 -13,931	-34%	-$1.27M	0.15%	151
2024 Q3	$4.26M	Buy	41,278 +1,025	+3%	+$92.4K	0.26%	87
2024 Q2	$3.39M	Buy	+40,253	New	+$3.2M	1%	23
2022 Q1	–	Sell	-8,040	Closed	-$817K	–	525
2021 Q4	$817K	Buy	+8,040	New	+$915K	0.06%	245

Other funds holding BBY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NWAM LLC's BBY Position: Q1 2025 in Review

NWAM LLC sold out of Best Buy (BBY) in Q1 2025, closing a stake of 27,347 shares — an estimated $2.35M sold.

NWAM LLC first reported a position in BBY in Q4 2021 and held it in 4 quarters. The position peaked at $4.26M in Q3 2024. 816 funds tracked by Wall St. Rank hold BBY as of Q1 2025.

NWAM LLC reported no remaining Best Buy position as of Q1 2025 after selling out during the quarter.
NWAM LLC sold 27,347 Best Buy shares in Q1 2025, an estimated $2.35M.
NWAM LLC first reported a position in Best Buy in Q4 2021 and held it in 4 quarters.
NWAM LLC's Best Buy position peaked at $4.26M in Q3 2024.
816 funds tracked by Wall St. Rank held Best Buy as of Q1 2025.

Based on NWAM LLC's 13F filing for Q1 2025, filed 5 May 2025.