Polaris Wealth Advisory Group’s Best Buy BBY Stock Holding History

Polaris Wealth Advisory 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
2022 Q3	–	Sell	-230,218	Closed	-$15M	–	161
2022 Q2	$15M	Buy	+230,218	New	+$19.2M	1.2%	29
2020 Q4	–	Sell	-42,166	Closed	-$4.89M	–	180
2020 Q3	$4.89M	Buy	+42,166	New	+$4.31M	0.46%	58
2020 Q1	–	Sell	-60,263	Closed	-$5.36M	–	123
2019 Q4	$5.36M	Buy	60,263 +15,428	+34%	+$1.18M	0.36%	59
2019 Q3	$2.92M	Buy	+44,835	New	+$3.13M	0.24%	72
2019 Q1	–	Sell	-303,016	Closed	-$16M	–	152
2018 Q4	$16M	Buy	+303,016	New	+$19.8M	1.51%	32

Other funds holding BBY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Polaris Wealth Advisory Group's BBY Position: Q3 2022 in Review

Polaris Wealth Advisory Group sold out of Best Buy (BBY) in Q3 2022, closing a stake of 230,218 shares — an estimated $15M sold.

Polaris Wealth Advisory Group first reported a position in BBY in Q4 2018 and held it in 5 quarters. The position peaked at $16M in Q4 2018. 745 funds tracked by Wall St. Rank hold BBY as of Q3 2022.

Polaris Wealth Advisory Group reported no remaining Best Buy position as of Q3 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 230,218 Best Buy shares in Q3 2022, an estimated $15M.
Polaris Wealth Advisory Group first reported a position in Best Buy in Q4 2018 and held it in 5 quarters.
Polaris Wealth Advisory Group's Best Buy position peaked at $16M in Q4 2018.
745 funds tracked by Wall St. Rank held Best Buy as of Q3 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2022, filed 12 Oct 2022.