SWM
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Selective Wealth Management’s Best Buy BBY Stock Holding History

Selective 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
2022
Q4 		– Sell
-20
Closed -$1K – 173
2022
Q3 		$1K Sell
20
-400
-95% -$29.6K ﹤0.01% 700
2022
Q2 		$27K Buy
420
+20
+5% +$1.67K 0.01% 425
2022
Q1 		$36K Sell
400
-700
-64% -$69.4K 0.01% 355
2021
Q4 		$112K Sell
1,100
-275
-20% -$31.3K 0.05% 183
2021
Q3 		$145K Buy
1,375
+350
+34% +$39.3K 0.08% 137
2021
Q2 		$118K Buy
+1,025
New +$120K 0.09% 99

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Selective Wealth Management's BBY Position: Q4 2022 in Review

Selective Wealth Management sold out of Best Buy (BBY) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in BBY in Q2 2021 and held it in 6 quarters. The position peaked at $145K in Q3 2021. 776 funds tracked by Wall St. Rank hold BBY as of Q4 2022.

  • Selective Wealth Management reported no remaining Best Buy position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 20 Best Buy shares in Q4 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in Best Buy in Q2 2021 and held it in 6 quarters.
  • Selective Wealth Management's Best Buy position peaked at $145K in Q3 2021.
  • 776 funds tracked by Wall St. Rank held Best Buy as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.