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SVB Wealth’s Bath & Body Works BBWI Stock Holding History

SVB Wealth’s Portfolio BBWI Stock Details BBWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,167
Closed -$35.4K – 619
2025
Q1 		$35.4K Buy
+1,167
New +$41.3K ﹤0.01% 617
2023
Q1 		– Sell
-6,013
Closed -$253K – 1012
2022
Q4 		$253K Sell
6,013
-360
-6% -$13.4K ﹤0.01% 813
2022
Q3 		$208K Buy
+6,373
New +$225K ﹤0.01% 838
2021
Q4 		– Sell
-4,441
Closed -$280K – 825
2021
Q3 		$280K Buy
+4,441
New +$282K ﹤0.01% 811
2017
Q3 		– Sell
-6,945
Closed -$303K – 467
2017
Q2 		$303K Buy
+6,945
New +$285K 0.01% 406
2017
Q1 		– Sell
-6,573
Closed -$350K – 491
2016
Q4 		$350K Hold
6,573
– – 0.01% 391
2016
Q3 		$376K Buy
+6,573
New +$387K 0.02% 381
2016
Q2 		– Sell
-3,525
Closed -$250K – 513
2016
Q1 		$250K Buy
3,525
+494
+16% +$35.4K 0.01% 459
2015
Q4 		$235K Buy
+3,031
New +$235K 0.01% 487

Other funds holding BBWI

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return