Pacific Capital Wealth Advisors’s Best Buy BBY Stock Holding History

Pacific Capital 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
2024 Q2	–	Sell	-13	Closed	-$1.07K	–	557
2024 Q1	$1.07K	Buy	+13	New	+$989	﹤0.01%	476

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Pacific Capital Wealth Advisors's BBY Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Best Buy (BBY) in Q2 2024, closing a stake of 13 shares — an estimated $1.07K sold.

Pacific Capital Wealth Advisors first reported a position in BBY in Q1 2024 and held it in 1 quarter. The position peaked at $1.07K in Q1 2024. 828 funds tracked by Wall St. Rank hold BBY as of Q2 2024.

Pacific Capital Wealth Advisors reported no remaining Best Buy position as of Q2 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 13 Best Buy shares in Q2 2024, an estimated $1.07K.
Pacific Capital Wealth Advisors first reported a position in Best Buy in Q1 2024 and held it in 1 quarter.
Pacific Capital Wealth Advisors's Best Buy position peaked at $1.07K in Q1 2024.
828 funds tracked by Wall St. Rank held Best Buy as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.