Trademark Financial Management’s Best Buy BBY Stock Holding History

Trademark Financial 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 Q1	–	Sell	-2,760	Closed	-$216K	–	78
2023 Q4	$216K	Buy	+2,760	New	+$194K	0.16%	85

Other funds holding BBY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Trademark Financial Management's BBY Position: Q1 2024 in Review

Trademark Financial Management sold out of Best Buy (BBY) in Q1 2024, closing a stake of 2,760 shares — an estimated $216K sold.

Trademark Financial Management first reported a position in BBY in Q4 2023 and held it in 1 quarter. The position peaked at $216K in Q4 2023. 783 funds tracked by Wall St. Rank hold BBY as of Q1 2024.

Trademark Financial Management reported no remaining Best Buy position as of Q1 2024 after selling out during the quarter.
Trademark Financial Management sold 2,760 Best Buy shares in Q1 2024, an estimated $216K.
Trademark Financial Management first reported a position in Best Buy in Q4 2023 and held it in 1 quarter.
Trademark Financial Management's Best Buy position peaked at $216K in Q4 2023.
783 funds tracked by Wall St. Rank held Best Buy as of Q1 2024.

Based on Trademark Financial Management's 13F filing for Q1 2024, filed 7 May 2024.