PRW Wealth Management’s Best Buy BBY Stock Holding History

PRW Wealth Management’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
2019 Q2	–	Sell	-535	Closed	-$39K	–	122
2019 Q1	$39K	Sell	535 -89	-14%	-$5.55K	0.04%	168
2018 Q4	$33K	Buy	+624	New	+$40.8K	0.04%	182

Other funds holding BBY

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

PRW Wealth Management's BBY Position: Q2 2019 in Review

PRW Wealth Management sold out of Best Buy (BBY) in Q2 2019, closing a stake of 535 shares — an estimated $39K sold.

PRW Wealth Management first reported a position in BBY in Q4 2018 and held it in 2 quarters. The position peaked at $39K in Q1 2019. 610 funds tracked by Wall St. Rank hold BBY as of Q2 2019.

PRW Wealth Management reported no remaining Best Buy position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 535 Best Buy shares in Q2 2019, an estimated $39K.
PRW Wealth Management first reported a position in Best Buy in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Best Buy position peaked at $39K in Q1 2019.
610 funds tracked by Wall St. Rank held Best Buy as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.