VAFP
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Vahanian & Associates Financial Planning’s Best Buy BBY Stock Holding History

Vahanian & Associates Financial Planning’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
-3,476
Closed -$272K – 57
2023
Q1 		$272K Sell
3,476
-80
-2% -$6.59K 0.75% 50
2022
Q4 		$285K Buy
+3,556
New +$262K 0.93% 39
2022
Q3 		– Sell
-4,219
Closed -$275K – 54
2022
Q2 		$275K Buy
+4,219
New +$352K 1.18% 27

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

Vahanian & Associates Financial Planning's BBY Position: Q2 2023 in Review

Vahanian & Associates Financial Planning sold out of Best Buy (BBY) in Q2 2023, closing a stake of 3,476 shares — an estimated $272K sold.

Vahanian & Associates Financial Planning first reported a position in BBY in Q2 2022 and held it in 3 quarters. The position peaked at $285K in Q4 2022. 738 funds tracked by Wall St. Rank hold BBY as of Q2 2023.

  • Vahanian & Associates Financial Planning reported no remaining Best Buy position as of Q2 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 3,476 Best Buy shares in Q2 2023, an estimated $272K.
  • Vahanian & Associates Financial Planning first reported a position in Best Buy in Q2 2022 and held it in 3 quarters.
  • Vahanian & Associates Financial Planning's Best Buy position peaked at $285K in Q4 2022.
  • 738 funds tracked by Wall St. Rank held Best Buy as of Q2 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2023, filed 24 Jul 2023.