SWM
BBBY

Spire Wealth Management’s Bed Bath & Beyond Inc 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
2023
Q1 		– Sell
-474
Closed -$1K – 2622
2022
Q4 		$1K Sell
474
-400
-46% -$1.57K ﹤0.01% 2286
2022
Q3 		$5K Buy
874
+400
+84% +$3.26K ﹤0.01% 1766
2022
Q2 		$2K Hold
474
– – ﹤0.01% 2434
2022
Q1 		$11K Sell
474
-43
-8% -$748 ﹤0.01% 2016
2021
Q4 		$8K Buy
517
+43
+9% +$751 ﹤0.01% 2474
2021
Q3 		$8K Hold
474
– – ﹤0.01% 2177
2021
Q2 		$16K Sell
474
-93
-16% -$2.59K ﹤0.01% 1974
2021
Q1 		$17K Buy
+567
New +$15.9K ﹤0.01% 2228

Other funds holding BBBY

Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Spire Wealth Management's BBBY Position: Q1 2023 in Review

Spire Wealth Management sold out of Bed Bath & Beyond Inc (BBBY) in Q1 2023, closing a stake of 474 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in BBBY in Q1 2021 and held it in 8 quarters. The position peaked at $17K in Q1 2021. 166 funds tracked by Wall St. Rank hold BBBY as of Q1 2023.

  • Spire Wealth Management reported no remaining Bed Bath & Beyond Inc position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 474 Bed Bath & Beyond Inc shares in Q1 2023, an estimated $1K.
  • Spire Wealth Management first reported a position in Bed Bath & Beyond Inc in Q1 2021 and held it in 8 quarters.
  • Spire Wealth Management's Bed Bath & Beyond Inc position peaked at $17K in Q1 2021.
  • 166 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.