OWA
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Outlook Wealth Advisors’s Best Buy BBY Stock Holding History

Outlook Wealth 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
2023
Q2 		– Sell
-6,751
Closed -$528K – 201
2023
Q1 		$528K Buy
6,751
+180
+3% +$14.8K 0.24% 108
2022
Q4 		$527K Buy
6,571
+39
+0.6% +$2.87K 0.25% 102
2022
Q3 		$414K Buy
6,532
+74
+1% +$5.48K 0.19% 128
2022
Q2 		$421K Buy
6,458
+400
+7% +$33.3K 0.17% 134
2022
Q1 		$551K Buy
6,058
+85
+1% +$8.42K 0.18% 126
2021
Q4 		$607K Buy
5,973
+316
+6% +$36K 0.18% 125
2021
Q3 		$598K Buy
5,657
+84
+2% +$9.44K 0.2% 125
2021
Q2 		$641K Sell
5,573
-542
-9% -$63.3K 0.21% 123
2021
Q1 		$702K Sell
6,115
-1,016
-14% -$114K 0.24% 97
2020
Q4 		$712K Buy
7,131
+121
+2% +$13.5K 0.26% 94
2020
Q3 		$780K Buy
7,010
+244
+4% +$24.9K 0.31% 68
2020
Q2 		$590K Buy
6,766
+346
+5% +$26.2K 0.25% 86
2020
Q1 		$366K Buy
6,420
+967
+18% +$76.7K 0.21% 102
2019
Q4 		$479K Buy
5,453
+804
+17% +$61.5K 0.27% 68
2019
Q3 		$321K Buy
4,649
+189
+4% +$13.2K 0.19% 120
2019
Q2 		$311K Buy
4,460
+266
+6% +$18.6K 0.21% 125
2019
Q1 		$298K Buy
4,194
+3,500
+504% +$218K 0.25% 111
2018
Q4 		$368K Buy
+694
New +$45.3K 0.17% 134

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Outlook Wealth Advisors's BBY Position: Q2 2023 in Review

Outlook Wealth Advisors sold out of Best Buy (BBY) in Q2 2023, closing a stake of 6,751 shares — an estimated $528K sold.

Outlook Wealth Advisors first reported a position in BBY in Q4 2018 and held it in 18 quarters. The position peaked at $780K in Q3 2020. 737 funds tracked by Wall St. Rank hold BBY as of Q2 2023.

  • Outlook Wealth Advisors reported no remaining Best Buy position as of Q2 2023 after selling out during the quarter.
  • Outlook Wealth Advisors sold 6,751 Best Buy shares in Q2 2023, an estimated $528K.
  • Outlook Wealth Advisors first reported a position in Best Buy in Q4 2018 and held it in 18 quarters.
  • Outlook Wealth Advisors's Best Buy position peaked at $780K in Q3 2020.
  • 737 funds tracked by Wall St. Rank held Best Buy as of Q2 2023.

Based on Outlook Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.