OWM
BBY icon

OneAscent Wealth Management’s Best Buy BBY Stock Holding History

OneAscent Wealth Management’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
Q1 		$996K Sell
8,674
-58
-0.7% -$6.5K 0.42% 51
2020
Q4 		$876K Buy
+8,732
New +$977K 0.4% 53

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OneAscent Wealth Management's BBY Position: Q1 2021 in Review

OneAscent Wealth Management reduced its Best Buy (BBY) stake by 0.66% in Q1 2021, selling an estimated $6.5K and leaving 8,674 shares worth $996K. The position accounts for 0.42% of the portfolio, ranked #51.

OneAscent Wealth Management first reported a position in BBY in Q4 2020 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold BBY as of Q1 2021.

  • OneAscent Wealth Management held 8,674 shares of Best Buy worth $996K as of Q1 2021.
  • OneAscent Wealth Management sold 58 Best Buy shares in Q1 2021, an estimated $6.5K.
  • Best Buy made up 0.42% of OneAscent Wealth Management's portfolio in Q1 2021, its #51 holding.
  • OneAscent Wealth Management first reported a position in Best Buy in Q4 2020 and has held it in 2 quarters since.
  • 765 funds tracked by Wall St. Rank held Best Buy as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.