TFA
BBBY

Tobias Financial Advisors’s Bed Bath & Beyond Inc BBBY Stock Holding History

Tobias Financial 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
2023
Q2 		– Sell
-14,870
Closed -$6.36K – 99
2023
Q1 		$6.36K Sell
14,870
-1,154
-7% -$2.38K ﹤0.01% 85
2022
Q4 		$40.2K Buy
+16,024
New +$62.9K 0.01% 77

Other funds holding BBBY

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Tobias Financial Advisors's BBBY Position: Q2 2023 in Review

Tobias Financial Advisors sold out of Bed Bath & Beyond Inc (BBBY) in Q2 2023, closing a stake of 14,870 shares — an estimated $6.36K sold.

Tobias Financial Advisors first reported a position in BBBY in Q4 2022 and held it in 2 quarters. The position peaked at $40.2K in Q4 2022. 18 funds tracked by Wall St. Rank hold BBBY as of Q2 2023.

  • Tobias Financial Advisors reported no remaining Bed Bath & Beyond Inc position as of Q2 2023 after selling out during the quarter.
  • Tobias Financial Advisors sold 14,870 Bed Bath & Beyond Inc shares in Q2 2023, an estimated $6.36K.
  • Tobias Financial Advisors first reported a position in Bed Bath & Beyond Inc in Q4 2022 and held it in 2 quarters.
  • Tobias Financial Advisors's Bed Bath & Beyond Inc position peaked at $40.2K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q2 2023.

Based on Tobias Financial Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.