SWA
BBBY

Stratos Wealth Advisors’s Bed Bath & Beyond BBBY Stock Holding History

Stratos Wealth Advisors’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
2024
Q2 		– Sell
-14,929
Closed -$487K – 709
2024
Q1 		$487K Buy
+14,929
New +$384K 0.03% 464
2021
Q3 		– Sell
-3,196
Closed -$268K – 508
2021
Q2 		$268K Buy
+3,196
New +$232K 0.02% 465
2020
Q4 		– Sell
-4,682
Closed -$309K – 396
2020
Q3 		$309K Buy
+4,682
New +$319K 0.08% 246

Other funds holding BBBY

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCM
JAT Capital Management Greenwich, Connecticut $59.3M AUM 134.04% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stratos Wealth Advisors's BBBY Position: Q2 2024 in Review

Stratos Wealth Advisors sold out of Bed Bath & Beyond (BBBY) in Q2 2024, closing a stake of 14,929 shares — an estimated $487K sold.

Stratos Wealth Advisors first reported a position in BBBY in Q3 2020 and held it in 3 quarters. The position peaked at $487K in Q1 2024. 209 funds tracked by Wall St. Rank hold BBBY as of Q2 2024.

  • Stratos Wealth Advisors reported no remaining Bed Bath & Beyond position as of Q2 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 14,929 Bed Bath & Beyond shares in Q2 2024, an estimated $487K.
  • Stratos Wealth Advisors first reported a position in Bed Bath & Beyond in Q3 2020 and held it in 3 quarters.
  • Stratos Wealth Advisors's Bed Bath & Beyond position peaked at $487K in Q1 2024.
  • 209 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q2 2024.

Based on Stratos Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.