SWM
BBBY

Spire Wealth Management’s Bed Bath & Beyond BBBY Stock Holding History

Spire Wealth Management’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
2021
Q4 		– Sell
-248
Closed -$18K – 2928
2021
Q3 		$18K Sell
248
-247
-50% -$17.1K ﹤0.01% 1886
2021
Q2 		$41K Buy
+495
New +$36K ﹤0.01% 1558

Other funds holding BBBY

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Spire Wealth Management's BBBY Position: Q4 2021 in Review

Spire Wealth Management sold out of Bed Bath & Beyond (BBBY) in Q4 2021, closing a stake of 248 shares — an estimated $18K sold.

Spire Wealth Management first reported a position in BBBY in Q2 2021 and held it in 2 quarters. The position peaked at $41K in Q2 2021. 256 funds tracked by Wall St. Rank hold BBBY as of Q4 2021.

  • Spire Wealth Management reported no remaining Bed Bath & Beyond position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 248 Bed Bath & Beyond shares in Q4 2021, an estimated $18K.
  • Spire Wealth Management first reported a position in Bed Bath & Beyond in Q2 2021 and held it in 2 quarters.
  • Spire Wealth Management's Bed Bath & Beyond position peaked at $41K in Q2 2021.
  • 256 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.