SCP
BBY icon

Stamos Capital Partners’s Best Buy BBY Stock Holding History

Stamos Capital Partners’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
2024
Q1 		– Sell
-22,780
Closed -$1.78M – 125
2023
Q4 		$1.78M Buy
+22,780
New +$1.6M 0.48% 53
2023
Q3 		– Sell
-27,730
Closed -$2.27M – 111
2023
Q2 		$2.27M Buy
27,730
+1,430
+5% +$107K 0.53% 59
2023
Q1 		$2.06M Sell
26,300
-19,270
-42% -$1.59M 0.53% 59
2022
Q4 		$3.66M Buy
45,570
+39,370
+635% +$2.9M 1.16% 25
2022
Q3 		$393K Buy
6,200
+2,770
+81% +$205K 0.1% 161
2022
Q2 		$224K Sell
3,430
-9,610
-74% -$801K 0.07% 115
2022
Q1 		$1.19M Buy
+13,040
New +$1.29M 0.4% 47
2019
Q2 		– Sell
-10,000
Closed -$678K – 59
2019
Q1 		$678K Sell
10,000
-10,000
-50% -$623K 0.87% 35
2018
Q4 		$1.06M Buy
+20,000
New +$1.31M 0.8% 39

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stamos Capital Partners's BBY Position: Q1 2024 in Review

Stamos Capital Partners sold out of Best Buy (BBY) in Q1 2024, closing a stake of 22,780 shares — an estimated $1.78M sold.

Stamos Capital Partners first reported a position in BBY in Q4 2018 and held it in 9 quarters. The position peaked at $3.66M in Q4 2022. 784 funds tracked by Wall St. Rank hold BBY as of Q1 2024.

  • Stamos Capital Partners reported no remaining Best Buy position as of Q1 2024 after selling out during the quarter.
  • Stamos Capital Partners sold 22,780 Best Buy shares in Q1 2024, an estimated $1.78M.
  • Stamos Capital Partners first reported a position in Best Buy in Q4 2018 and held it in 9 quarters.
  • Stamos Capital Partners's Best Buy position peaked at $3.66M in Q4 2022.
  • 784 funds tracked by Wall St. Rank held Best Buy as of Q1 2024.

Based on Stamos Capital Partners's 13F filing for Q1 2024, filed 14 May 2024.