Regent Peak Wealth Advisors’s Best Buy BBY Stock Holding History

Regent Peak 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
2021 Q1	–	Sell	-164	Closed	-$16K	–	234
2020 Q4	$16K	Buy	+164	New	+$18.3K	0.01%	491

Other funds holding BBY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Regent Peak Wealth Advisors's BBY Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Best Buy (BBY) in Q1 2021, closing a stake of 164 shares — an estimated $16K sold.

Regent Peak Wealth Advisors first reported a position in BBY in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 766 funds tracked by Wall St. Rank hold BBY as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Best Buy position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 164 Best Buy shares in Q1 2021, an estimated $16K.
Regent Peak Wealth Advisors first reported a position in Best Buy in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Best Buy position peaked at $16K in Q4 2020.
766 funds tracked by Wall St. Rank held Best Buy as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.