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Tolleson Wealth Management’s Best Buy BBY Stock Holding History

Tolleson Wealth Management’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
Q4 		– Sell
-1,934
Closed -$202K – 104
2024
Q3 		$202K Buy
+1,934
New +$174K 0.04% 82
2021
Q4 		– Sell
-1,915
Closed -$202K – 72
2021
Q3 		$202K Sell
1,915
-212
-10% -$23.8K 0.06% 66
2021
Q2 		$245K Hold
2,127
– – 0.07% 67
2021
Q1 		$246K Hold
2,127
– – 0.07% 68
2020
Q4 		$212K Hold
2,127
– – 0.07% 64
2020
Q3 		$237K Buy
+2,127
New +$217K 0.1% 56

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tolleson Wealth Management's BBY Position: Q4 2024 in Review

Tolleson Wealth Management sold out of Best Buy (BBY) in Q4 2024, closing a stake of 1,934 shares — an estimated $202K sold.

Tolleson Wealth Management first reported a position in BBY in Q3 2020 and held it in 6 quarters. The position peaked at $246K in Q1 2021. 849 funds tracked by Wall St. Rank hold BBY as of Q4 2024.

  • Tolleson Wealth Management reported no remaining Best Buy position as of Q4 2024 after selling out during the quarter.
  • Tolleson Wealth Management sold 1,934 Best Buy shares in Q4 2024, an estimated $202K.
  • Tolleson Wealth Management first reported a position in Best Buy in Q3 2020 and held it in 6 quarters.
  • Tolleson Wealth Management's Best Buy position peaked at $246K in Q1 2021.
  • 849 funds tracked by Wall St. Rank held Best Buy as of Q4 2024.

Based on Tolleson Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.