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Resurgent Financial Advisors’s Best Buy BBY Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-1,615
Closed -$126K – 223
2023
Q4 		$126K Sell
1,615
-661
-29% -$46.5K 0.08% 221
2023
Q3 		$158K Sell
2,276
-22
-1% -$1.7K 0.11% 174
2023
Q2 		$188K Sell
2,298
-259
-10% -$19.3K 0.12% 155
2023
Q1 		$200K Sell
2,557
-45
-2% -$3.71K 0.13% 149
2022
Q4 		$209K Buy
+2,602
New +$192K 0.11% 194
2022
Q3 		– Sell
-3,220
Closed -$210K – 204
2022
Q2 		$210K Buy
3,220
+3
+0.1% +$250 0.13% 172
2022
Q1 		$292K Buy
3,217
+40
+1% +$3.96K 0.18% 131
2021
Q4 		$323K Buy
+3,177
New +$362K 0.26% 90

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Resurgent Financial Advisors's BBY Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Best Buy (BBY) in Q1 2024, closing a stake of 1,615 shares — an estimated $126K sold.

Resurgent Financial Advisors first reported a position in BBY in Q4 2021 and held it in 8 quarters. The position peaked at $323K in Q4 2021. 783 funds tracked by Wall St. Rank hold BBY as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Best Buy position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,615 Best Buy shares in Q1 2024, an estimated $126K.
  • Resurgent Financial Advisors first reported a position in Best Buy in Q4 2021 and held it in 8 quarters.
  • Resurgent Financial Advisors's Best Buy position peaked at $323K in Q4 2021.
  • 783 funds tracked by Wall St. Rank held Best Buy as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.