Simplicity Wealth’s Best Buy BBY Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-5,644	Closed	-$476K	–	548
2024 Q2	$476K	Sell	5,644 -350	-6%	-$27.8K	0.01%	780
2024 Q1	$492K	Buy	+5,994	New	+$456K	0.01%	740

Other funds holding BBY

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Wealth's BBY Position: Q3 2024 in Review

Simplicity Wealth sold out of Best Buy (BBY) in Q3 2024, closing a stake of 5,644 shares — an estimated $476K sold.

Simplicity Wealth first reported a position in BBY in Q1 2024 and held it in 2 quarters. The position peaked at $492K in Q1 2024. 873 funds tracked by Wall St. Rank hold BBY as of Q3 2024.

Simplicity Wealth reported no remaining Best Buy position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 5,644 Best Buy shares in Q3 2024, an estimated $476K.
Simplicity Wealth first reported a position in Best Buy in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Best Buy position peaked at $492K in Q1 2024.
873 funds tracked by Wall St. Rank held Best Buy as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.