United Advisor Group’s Best Buy BBY Stock Holding History

United Advisor Group’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	-4,082	Closed	-$422K	–	367
2024 Q3	$422K	Buy	4,082 +22	+0.5%	+$1.98K	0.1%	215
2024 Q2	$342K	Buy	+4,060	New	+$322K	0.11%	184

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

United Advisor Group's BBY Position: Q4 2024 in Review

United Advisor Group sold out of Best Buy (BBY) in Q4 2024, closing a stake of 4,082 shares — an estimated $422K sold.

United Advisor Group first reported a position in BBY in Q2 2024 and held it in 2 quarters. The position peaked at $422K in Q3 2024. 849 funds tracked by Wall St. Rank hold BBY as of Q4 2024.

United Advisor Group reported no remaining Best Buy position as of Q4 2024 after selling out during the quarter.
United Advisor Group sold 4,082 Best Buy shares in Q4 2024, an estimated $422K.
United Advisor Group first reported a position in Best Buy in Q2 2024 and held it in 2 quarters.
United Advisor Group's Best Buy position peaked at $422K in Q3 2024.
849 funds tracked by Wall St. Rank held Best Buy as of Q4 2024.

Based on United Advisor Group's 13F filing for Q4 2024, filed 24 Feb 2025.