SWA
BBBY

SOA Wealth Advisors’s Bed Bath & Beyond Inc BBBY Stock Holding History

SOA Wealth Advisors’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
2023
Q3 		– Sell
-10
Closed -$3 – 966
2023
Q2 		$3 Hold
10
– – ﹤0.01% 936
2023
Q1 		$4 Buy
+10
New +$21 ﹤0.01% 969
2022
Q2 		– Sell
-10
Closed – – 1073
2022
Q1 		$0 Hold
10
– – ﹤0.01% 1029
2021
Q4 		$0 Hold
10
– – ﹤0.01% 1011
2021
Q3 		$0 Hold
10
– – ﹤0.01% 1010
2021
Q2 		$0 Hold
10
– – ﹤0.01% 988
2021
Q1 		$0 Hold
10
– – ﹤0.01% 948
2020
Q4 		$0 Buy
+10
New +$207 ﹤0.01% 904

Other funds holding BBBY

CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
SN
Sittner & Nelson Eugene, Oregon $274M AUM 22.46% 1-Year Est. Return

SOA Wealth Advisors's BBBY Position: Q3 2023 in Review

SOA Wealth Advisors sold out of Bed Bath & Beyond Inc (BBBY) in Q3 2023, closing a stake of 10 shares — an estimated $3 sold.

SOA Wealth Advisors first reported a position in BBBY in Q4 2020 and held it in 8 quarters. The position peaked at $4 in Q1 2023. 2 funds tracked by Wall St. Rank hold BBBY as of Q3 2023.

  • SOA Wealth Advisors reported no remaining Bed Bath & Beyond Inc position as of Q3 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 10 Bed Bath & Beyond Inc shares in Q3 2023, an estimated $3.
  • SOA Wealth Advisors first reported a position in Bed Bath & Beyond Inc in Q4 2020 and held it in 8 quarters.
  • SOA Wealth Advisors's Bed Bath & Beyond Inc position peaked at $4 in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q3 2023.

Based on SOA Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.