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UBP Investment Advisors’s Best Buy BBY Stock Holding History

UBP Investment Advisors’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
2021
Q2 		– Sell
-8,402
Closed -$960K – 112
2021
Q1 		$960K Buy
+8,402
New +$941K 0.39% 52
2020
Q3 		– Sell
-2,873
Closed -$251K – 63
2020
Q2 		$251K Buy
+2,873
New +$218K 0.2% 47
2020
Q1 		– Sell
-2,672
Closed -$235K – 53
2019
Q4 		$235K Buy
+2,672
New +$204K 0.18% 48

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBP Investment Advisors's BBY Position: Q2 2021 in Review

UBP Investment Advisors sold out of Best Buy (BBY) in Q2 2021, closing a stake of 8,402 shares — an estimated $960K sold.

UBP Investment Advisors first reported a position in BBY in Q4 2019 and held it in 3 quarters. The position peaked at $960K in Q1 2021. 763 funds tracked by Wall St. Rank hold BBY as of Q2 2021.

  • UBP Investment Advisors reported no remaining Best Buy position as of Q2 2021 after selling out during the quarter.
  • UBP Investment Advisors sold 8,402 Best Buy shares in Q2 2021, an estimated $960K.
  • UBP Investment Advisors first reported a position in Best Buy in Q4 2019 and held it in 3 quarters.
  • UBP Investment Advisors's Best Buy position peaked at $960K in Q1 2021.
  • 763 funds tracked by Wall St. Rank held Best Buy as of Q2 2021.

Based on UBP Investment Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.