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Peak Planning Group’s Best Buy BBY Stock Holding History

Peak Planning Group’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
Q4 		$211K Sell
2,072
-76
-4% -$8.65K 0.16% 79
2021
Q3 		$227K Buy
+2,148
New +$241K 0.2% 73
2021
Q1 		$204K Buy
+1,774
New +$199K 0.2% 73

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Peak Planning Group's BBY Position: Q4 2021 in Review

Peak Planning Group reduced its Best Buy (BBY) stake by 3.5% in Q4 2021, selling an estimated $8.65K and leaving 2,072 shares worth $211K. The position accounts for 0.16% of the portfolio, ranked #79.

Peak Planning Group first reported a position in BBY in Q1 2021 and has held it in 3 quarters since. The position peaked at $227K in Q3 2021. 842 funds tracked by Wall St. Rank hold BBY as of Q4 2021.

  • Peak Planning Group held 2,072 shares of Best Buy worth $211K as of Q4 2021.
  • Peak Planning Group sold 76 Best Buy shares in Q4 2021, an estimated $8.65K.
  • Best Buy made up 0.16% of Peak Planning Group's portfolio in Q4 2021, its #79 holding.
  • Peak Planning Group first reported a position in Best Buy in Q1 2021 and has held it in 3 quarters since.
  • Peak Planning Group's Best Buy position peaked at $227K in Q3 2021.
  • 842 funds tracked by Wall St. Rank held Best Buy as of Q4 2021.

Based on Peak Planning Group's 13F filing for Q4 2021, filed 26 May 2026.