Operose Advisors’s Best Buy BBY Stock Holding History

Operose Advisors’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	-80	Closed	-$6.86K	–	397
2024 Q4	$6.86K	Sell	80 -225	-74%	-$20.5K	﹤0.01%	335
2024 Q3	$31.5K	Buy	+305	New	+$27.5K	0.01%	337

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

Operose Advisors's BBY Position: Q1 2025 in Review

Operose Advisors sold out of Best Buy (BBY) in Q1 2025, closing a stake of 80 shares — an estimated $6.86K sold.

Operose Advisors first reported a position in BBY in Q3 2024 and held it in 2 quarters. The position peaked at $31.5K in Q3 2024. 816 funds tracked by Wall St. Rank hold BBY as of Q1 2025.

Operose Advisors reported no remaining Best Buy position as of Q1 2025 after selling out during the quarter.
Operose Advisors sold 80 Best Buy shares in Q1 2025, an estimated $6.86K.
Operose Advisors first reported a position in Best Buy in Q3 2024 and held it in 2 quarters.
Operose Advisors's Best Buy position peaked at $31.5K in Q3 2024.
816 funds tracked by Wall St. Rank held Best Buy as of Q1 2025.

Based on Operose Advisors's 13F filing for Q1 2025, filed 12 May 2025.