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San Luis Wealth Advisors’s Best Buy BBY Stock Holding History

San Luis 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
2023
Q4 		– Sell
-5,851
Closed -$407K – 64
2023
Q3 		$407K Sell
5,851
-13,464
-70% -$1.04M 0.2% 43
2023
Q2 		$1.58M Sell
19,315
-804
-4% -$60.1K 0.56% 43
2023
Q1 		$1.57M Buy
+20,119
New +$1.66M 0.6% 51

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

San Luis Wealth Advisors's BBY Position: Q4 2023 in Review

San Luis Wealth Advisors sold out of Best Buy (BBY) in Q4 2023, closing a stake of 5,851 shares — an estimated $407K sold.

San Luis Wealth Advisors first reported a position in BBY in Q1 2023 and held it in 3 quarters. The position peaked at $1.58M in Q2 2023. 766 funds tracked by Wall St. Rank hold BBY as of Q4 2023.

  • San Luis Wealth Advisors reported no remaining Best Buy position as of Q4 2023 after selling out during the quarter.
  • San Luis Wealth Advisors sold 5,851 Best Buy shares in Q4 2023, an estimated $407K.
  • San Luis Wealth Advisors first reported a position in Best Buy in Q1 2023 and held it in 3 quarters.
  • San Luis Wealth Advisors's Best Buy position peaked at $1.58M in Q2 2023.
  • 766 funds tracked by Wall St. Rank held Best Buy as of Q4 2023.

Based on San Luis Wealth Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.