SPWM
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Spartan Planning & Wealth Management’s Best Buy BBY Stock Holding History

Spartan Planning & 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
2023
Q4 		$40.9K Buy
+523
New +$36.8K 0.04% 150
2022
Q4 		$103K Buy
+1,284
New +$94.5K 0.13% 83

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

Spartan Planning & Wealth Management's BBY Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in Best Buy (BBY) in Q4 2023: 523 shares worth $40.9K. The stake represents 0.04% of the portfolio and ranks #150 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in BBY as recently as Q4 2022.

Spartan Planning & Wealth Management first reported a position in BBY in Q4 2022 and has held it in 2 quarters since. The position peaked at $103K in Q4 2022. 766 funds tracked by Wall St. Rank hold BBY as of Q4 2023.

  • Spartan Planning & Wealth Management held 523 shares of Best Buy worth $40.9K as of Q4 2023.
  • Best Buy was a new Spartan Planning & Wealth Management position in Q4 2023.
  • Best Buy made up 0.04% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #150 holding.
  • Spartan Planning & Wealth Management first reported a position in Best Buy in Q4 2022 and has held it in 2 quarters since.
  • Spartan Planning & Wealth Management's Best Buy position peaked at $103K in Q4 2022.
  • 766 funds tracked by Wall St. Rank held Best Buy as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.