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Phillips Wealth Planners’s Best Buy BBY Stock Holding History

Phillips Wealth Planners’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
-3,022
Closed -$252K – 176
2024
Q4 		$252K Sell
3,022
-1,441
-32% -$132K 0.25% 141
2024
Q3 		$440K Buy
4,463
+432
+11% +$38.9K 0.42% 73
2024
Q2 		$345K Buy
+4,031
New +$320K 0.36% 94

Other funds holding BBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phillips Wealth Planners's BBY Position: Q1 2025 in Review

Phillips Wealth Planners sold out of Best Buy (BBY) in Q1 2025, closing a stake of 3,022 shares — an estimated $252K sold.

Phillips Wealth Planners first reported a position in BBY in Q2 2024 and held it in 3 quarters. The position peaked at $440K in Q3 2024. 816 funds tracked by Wall St. Rank hold BBY as of Q1 2025.

  • Phillips Wealth Planners reported no remaining Best Buy position as of Q1 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 3,022 Best Buy shares in Q1 2025, an estimated $252K.
  • Phillips Wealth Planners first reported a position in Best Buy in Q2 2024 and held it in 3 quarters.
  • Phillips Wealth Planners's Best Buy position peaked at $440K in Q3 2024.
  • 816 funds tracked by Wall St. Rank held Best Buy as of Q1 2025.

Based on Phillips Wealth Planners's 13F filing for Q1 2025, filed 23 Apr 2025.