Squar Milner Financial Services’s Best Buy BBY Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-2,573	Closed	-$225K	–	23
2020 Q2	$225K	Hold	2,573	–	–	0.13%	186
2020 Q1	$146K	Hold	2,573	–	–	0.09%	208
2019 Q4	$225K	Buy	2,573 +20	+0.8%	+$1.53K	0.11%	182
2019 Q3	$284K	Buy	2,553 +247	+11%	+$17.2K	0.15%	162
2019 Q2	$161K	Sell	2,306 -392	-15%	-$27.3K	0.11%	195
2019 Q1	$191K	Hold	2,698	–	–	0.14%	171
2018 Q4	$143K	Hold	2,698	–	–	0.14%	175
2018 Q3	$214K	Hold	2,698	–	–	0.19%	139
2018 Q2	$201K	Buy	+2,698	New	+$199K	0.18%	156
2018 Q1	–	Sell	-2,627	Closed	-$201K	–	164
2017 Q4	$201K	Buy	+2,627	New	+$155K	0.24%	156

Other funds holding BBY

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Squar Milner Financial Services's BBY Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Best Buy (BBY) in Q3 2020, closing a stake of 2,573 shares — an estimated $225K sold.

Squar Milner Financial Services first reported a position in BBY in Q4 2017 and held it in 10 quarters. The position peaked at $284K in Q3 2019. 747 funds tracked by Wall St. Rank hold BBY as of Q3 2020.

Squar Milner Financial Services reported no remaining Best Buy position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,573 Best Buy shares in Q3 2020, an estimated $225K.
Squar Milner Financial Services first reported a position in Best Buy in Q4 2017 and held it in 10 quarters.
Squar Milner Financial Services's Best Buy position peaked at $284K in Q3 2019.
747 funds tracked by Wall St. Rank held Best Buy as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.