TPWA
BBBY

TRUE Private Wealth Advisors’s Bed Bath & Beyond BBBY Stock Holding History

TRUE Private Wealth 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
2024
Q2 		– Sell
-7,862
Closed -$257K – 282
2024
Q1 		$257K Sell
7,862
-220
-3% -$5.66K 0.03% 251
2023
Q4 		$203K Buy
+8,082
New +$139K 0.03% 279
2023
Q3 		– Sell
-8,522
Closed -$252K – 261
2023
Q2 		$252K Buy
+8,522
New +$157K 0.04% 198
2022
Q2 		– Sell
-8,539
Closed -$303K – 233
2022
Q1 		$303K Buy
8,539
+1,499
+21% +$66.6K 0.04% 172
2021
Q4 		$377K Buy
7,040
+165
+2% +$12.5K 0.05% 176
2021
Q3 		$487K Hold
6,875
– – 0.07% 145
2021
Q2 		$576K Buy
6,875
+220
+3% +$16K 0.09% 129
2021
Q1 		$401K Sell
6,655
-385
-5% -$26K 0.06% 152
2020
Q4 		$307K Sell
7,040
-1,210
-15% -$71.6K 0.05% 157
2020
Q3 		$544K Sell
8,250
-1,650
-17% -$112K 0.09% 114
2020
Q2 		$255K Sell
9,900
-1,172
-11% -$17.2K 0.05% 158
2020
Q1 		$45K Buy
11,072
+2,154
+24% +$11.7K 0.01% 297
2019
Q4 		$47K Buy
+8,918
New +$59.7K 0.01% 378
2019
Q3 		– Sell
-4,326
Closed -$44K – 288
2019
Q2 		$44K Buy
+4,326
New +$40.4K 0.01% 361
2018
Q4 		– Sell
-3,261
Closed -$67.9K – 335
2018
Q3 		$67.9K Buy
+3,261
New +$80.4K 0.01% 419

Other funds holding BBBY

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCM
JAT Capital Management Greenwich, Connecticut $59.3M AUM 134.04% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TRUE Private Wealth Advisors's BBBY Position: Q2 2024 in Review

TRUE Private Wealth Advisors sold out of Bed Bath & Beyond (BBBY) in Q2 2024, closing a stake of 7,862 shares — an estimated $257K sold.

TRUE Private Wealth Advisors first reported a position in BBBY in Q3 2018 and held it in 15 quarters. The position peaked at $576K in Q2 2021. 209 funds tracked by Wall St. Rank hold BBBY as of Q2 2024.

  • TRUE Private Wealth Advisors reported no remaining Bed Bath & Beyond position as of Q2 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 7,862 Bed Bath & Beyond shares in Q2 2024, an estimated $257K.
  • TRUE Private Wealth Advisors first reported a position in Bed Bath & Beyond in Q3 2018 and held it in 15 quarters.
  • TRUE Private Wealth Advisors's Bed Bath & Beyond position peaked at $576K in Q2 2021.
  • 209 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q2 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.