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Transform Wealth’s Best Buy BBY Stock Holding History

Transform Wealth’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
2023
Q2 		– Sell
-8,422
Closed -$667K – 261
2023
Q1 		$667K Buy
8,422
+3,400
+68% +$280K 0.06% 155
2022
Q4 		$408K Sell
5,022
-10,567
-68% -$778K 0.05% 158
2022
Q3 		$1M Sell
15,589
-10,532
-40% -$780K 0.13% 95
2022
Q2 		$1.73M Sell
26,121
-38,169
-59% -$3.18M 0.26% 78
2022
Q1 		$5.84M Buy
64,290
+1,581
+3% +$157K 0.66% 55
2021
Q4 		$6.37M Buy
62,709
+11,658
+23% +$1.33M 0.67% 53
2021
Q3 		$5.4M Buy
51,051
+423
+0.8% +$47.5K 0.62% 56
2021
Q2 		$5.82M Buy
50,628
+18,056
+55% +$2.11M 0.71% 55
2021
Q1 		$3.74M Sell
32,572
-6,418
-16% -$719K 0.75% 48
2020
Q4 		$3.89M Sell
38,990
-24,457
-39% -$2.74M 0.81% 45
2020
Q3 		$7.06M Buy
63,447
+918
+1% +$93.9K 1.14% 26
2020
Q2 		$5.46M Sell
62,529
-887
-1% -$67.3K 0.93% 38
2020
Q1 		$3.62M Buy
63,416
+3,726
+6% +$295K 0.77% 48
2019
Q4 		$5.24M Buy
59,690
+54,162
+980% +$4.14M 0.83% 48
2019
Q3 		$381K Sell
5,528
-34,939
-86% -$2.44M 0.07% 159
2019
Q2 		$2.82M Sell
40,467
-533
-1% -$37.2K 0.41% 81
2019
Q1 		$2.91M Buy
41,000
+2,378
+6% +$148K 0.54% 71
2018
Q4 		$2.04M Sell
38,622
-3,202
-8% -$209K 0.42% 78
2018
Q3 		$3.32M Buy
41,824
+6,156
+17% +$477K 0.58% 66
2018
Q2 		$2.66M Buy
35,668
+2,865
+9% +$212K 0.48% 70
2018
Q1 		$2.3M Buy
32,803
+2,170
+7% +$156K 0.44% 81
2017
Q4 		$2.1M Buy
30,633
+1,999
+7% +$118K 0.39% 86
2017
Q3 		$1.63M Buy
+28,634
New +$1.64M 0.57% 52

Other funds holding BBY

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Transform Wealth's BBY Position: Q2 2023 in Review

Transform Wealth sold out of Best Buy (BBY) in Q2 2023, closing a stake of 8,422 shares — an estimated $667K sold.

Transform Wealth first reported a position in BBY in Q3 2017 and held it in 23 quarters. The position peaked at $7.06M in Q3 2020. 737 funds tracked by Wall St. Rank hold BBY as of Q2 2023.

  • Transform Wealth reported no remaining Best Buy position as of Q2 2023 after selling out during the quarter.
  • Transform Wealth sold 8,422 Best Buy shares in Q2 2023, an estimated $667K.
  • Transform Wealth first reported a position in Best Buy in Q3 2017 and held it in 23 quarters.
  • Transform Wealth's Best Buy position peaked at $7.06M in Q3 2020.
  • 737 funds tracked by Wall St. Rank held Best Buy as of Q2 2023.

Based on Transform Wealth's 13F filing for Q2 2023, filed 14 Jul 2023.