SMART Wealth’s Bed Bath & Beyond BBBY Stock Holding History

SMART Wealth’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
2024 Q3	–	Sell	-13,163	Closed	-$157K	–	145
2024 Q2	$157K	Buy	13,163 +5,438	+70%	+$96.6K	0.06%	122
2024 Q1	$252K	Buy	+7,725	New	+$199K	0.11%	95

Other funds holding BBBY

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SMART Wealth's BBBY Position: Q3 2024 in Review

SMART Wealth sold out of Bed Bath & Beyond (BBBY) in Q3 2024, closing a stake of 13,163 shares — an estimated $157K sold.

SMART Wealth first reported a position in BBBY in Q1 2024 and held it in 2 quarters. The position peaked at $252K in Q1 2024. 198 funds tracked by Wall St. Rank hold BBBY as of Q3 2024.

SMART Wealth reported no remaining Bed Bath & Beyond position as of Q3 2024 after selling out during the quarter.
SMART Wealth sold 13,163 Bed Bath & Beyond shares in Q3 2024, an estimated $157K.
SMART Wealth first reported a position in Bed Bath & Beyond in Q1 2024 and held it in 2 quarters.
SMART Wealth's Bed Bath & Beyond position peaked at $252K in Q1 2024.
198 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q3 2024.

Based on SMART Wealth's 13F filing for Q3 2024, filed 16 Dec 2024.