Reilly Financial Advisors’s Bed Bath & Beyond Inc BBBY Stock Holding History

Reilly Financial Advisors’s Portfolio BBBY Stock Details BBBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-23	Closed	–	–	942
2020 Q3	$0	Buy	+23	New	+$266	﹤0.01%	958
2017 Q2	–	Sell	-385	Closed	-$15K	–	979
2017 Q1	$15K	Hold	385	–	–	﹤0.01%	537
2016 Q4	$16K	Hold	385	–	–	﹤0.01%	489
2016 Q3	$17K	Hold	385	–	–	﹤0.01%	437
2016 Q2	$17K	Sell	385 -100	-21%	-$4.53K	﹤0.01%	417
2016 Q1	$24K	Hold	485	–	–	﹤0.01%	552
2015 Q4	$23K	Hold	485	–	–	﹤0.01%	572
2015 Q3	$28K	Buy	485 +100	+26%	+$6.38K	0.01%	516
2015 Q2	$27K	Hold	385	–	–	﹤0.01%	587
2015 Q1	$30K	Sell	385 -200	-34%	-$15.2K	0.01%	547
2014 Q4	$45K	Hold	585	–	–	0.01%	279
2014 Q3	$39K	Hold	585	–	–	0.01%	284
2014 Q2	$34K	Hold	585	–	–	0.01%	320
2014 Q1	$40K	Hold	585	–	–	0.01%	305
2013 Q4	$47K	Hold	585	–	–	0.01%	256
2013 Q3	$46K	Hold	585	–	–	0.01%	228
2013 Q2	$42K	Buy	+585	New	+$39.9K	0.01%	241

Other funds holding BBBY

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Reilly Financial Advisors's BBBY Position: Q4 2020 in Review

Reilly Financial Advisors sold out of Bed Bath & Beyond Inc (BBBY) in Q4 2020, closing a stake of 23 shares.

Reilly Financial Advisors first reported a position in BBBY in Q2 2013 and held it in 17 quarters. The position peaked at $47K in Q4 2013. 317 funds tracked by Wall St. Rank hold BBBY as of Q4 2020.

Reilly Financial Advisors reported no remaining Bed Bath & Beyond Inc position as of Q4 2020 after selling out during the quarter.
Reilly Financial Advisors sold 23 Bed Bath & Beyond Inc shares in Q4 2020.
Reilly Financial Advisors first reported a position in Bed Bath & Beyond Inc in Q2 2013 and held it in 17 quarters.
Reilly Financial Advisors's Bed Bath & Beyond Inc position peaked at $47K in Q4 2013.
317 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q4 2020.

Based on Reilly Financial Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.