PFA
BBBY

Peak Financial Advisors’s Bed Bath & Beyond BBBY Stock Holding History

Peak Financial Advisors’s Portfolio BBBY Stock Details BBBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-16,132
Closed -$1.14M – 79
2021
Q3 		$1.14M Buy
16,132
+1,766
+12% +$122K 1.01% 30
2021
Q2 		$1.2M Buy
+14,366
New +$1.04M 1.04% 35

Other funds holding BBBY

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Peak Financial Advisors's BBBY Position: Q4 2021 in Review

Peak Financial Advisors sold out of Bed Bath & Beyond (BBBY) in Q4 2021, closing a stake of 16,132 shares — an estimated $1.14M sold.

Peak Financial Advisors first reported a position in BBBY in Q2 2021 and held it in 2 quarters. The position peaked at $1.2M in Q2 2021. 256 funds tracked by Wall St. Rank hold BBBY as of Q4 2021.

  • Peak Financial Advisors reported no remaining Bed Bath & Beyond position as of Q4 2021 after selling out during the quarter.
  • Peak Financial Advisors sold 16,132 Bed Bath & Beyond shares in Q4 2021, an estimated $1.14M.
  • Peak Financial Advisors first reported a position in Bed Bath & Beyond in Q2 2021 and held it in 2 quarters.
  • Peak Financial Advisors's Bed Bath & Beyond position peaked at $1.2M in Q2 2021.
  • 256 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q4 2021.

Based on Peak Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.