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Phoenix Wealth Advisors’s Best Buy BBY Stock Holding History

Phoenix 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
2025
Q3 		– Sell
-19,492
Closed -$1.31M – 132
2025
Q2 		$1.31M Sell
19,492
-108
-0.6% -$7.34K 0.55% 46
2025
Q1 		$1.44M Buy
19,600
+301
+2% +$24.8K 0.63% 42
2024
Q4 		$1.66M Sell
19,299
-53
-0.3% -$4.84K 0.72% 38
2024
Q3 		$2M Buy
19,352
+108
+0.6% +$9.73K 0.93% 36
2024
Q2 		$1.62M Buy
19,244
+241
+1% +$19.1K 0.81% 36
2024
Q1 		$1.56M Buy
+19,003
New +$1.45M 0.95% 34
2021
Q4 		– Sell
-593
Closed -$63K – 146
2021
Q3 		$63K Buy
593
+363
+158% +$40.8K 0.05% 178
2021
Q2 		$25K Hold
230
– – 0.02% 237
2021
Q1 		$27K Hold
230
– – 0.02% 235
2020
Q4 		$23K Buy
+230
New +$25.7K 0.02% 245

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Wealth Advisors's BBY Position: Q3 2025 in Review

Phoenix Wealth Advisors sold out of Best Buy (BBY) in Q3 2025, closing a stake of 19,492 shares — an estimated $1.31M sold.

Phoenix Wealth Advisors first reported a position in BBY in Q4 2020 and held it in 10 quarters. The position peaked at $2M in Q3 2024. 865 funds tracked by Wall St. Rank hold BBY as of Q3 2025.

  • Phoenix Wealth Advisors reported no remaining Best Buy position as of Q3 2025 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 19,492 Best Buy shares in Q3 2025, an estimated $1.31M.
  • Phoenix Wealth Advisors first reported a position in Best Buy in Q4 2020 and held it in 10 quarters.
  • Phoenix Wealth Advisors's Best Buy position peaked at $2M in Q3 2024.
  • 865 funds tracked by Wall St. Rank held Best Buy as of Q3 2025.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.