VFA
BBBY

Valeo Financial Advisors’s Bed Bath & Beyond BBBY Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-275
Closed -$17K – 705
2021
Q1 		$17K Buy
275
+110
+67% +$7.44K ﹤0.01% 1223
2020
Q4 		$7K Sell
165
-275
-63% -$16.3K ﹤0.01% 1275
2020
Q3 		$29K Buy
440
+275
+167% +$18.7K ﹤0.01% 823
2020
Q2 		$4K Sell
165
-17
-9% -$250 ﹤0.01% 1574
2020
Q1 		$1K Sell
182
-18
-9% -$98 ﹤0.01% 1629
2019
Q4 		$1K Hold
200
– – ﹤0.01% 1519
2019
Q3 		$2K Hold
200
– – ﹤0.01% 1365
2019
Q2 		$2K Hold
200
– – ﹤0.01% 1387
2019
Q1 		$2K Hold
200
– – ﹤0.01% 1338
2018
Q4 		$2K Sell
200
-105
-34% -$1.57K ﹤0.01% 1262
2018
Q3 		$5K Hold
305
– – ﹤0.01% 1179
2018
Q2 		$8K Buy
305
+133
+77% +$3.61K ﹤0.01% 997
2018
Q1 		$5K Sell
172
-1,425
-89% -$66.8K ﹤0.01% 1117
2017
Q4 		$77K Buy
+1,597
New +$57.7K 0.01% 387

Other funds holding BBBY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Valeo Financial Advisors's BBBY Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Bed Bath & Beyond (BBBY) in Q2 2021, closing a stake of 275 shares — an estimated $17K sold.

Valeo Financial Advisors first reported a position in BBBY in Q4 2017 and held it in 14 quarters. The position peaked at $77K in Q4 2017. 277 funds tracked by Wall St. Rank hold BBBY as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Bed Bath & Beyond position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 275 Bed Bath & Beyond shares in Q2 2021, an estimated $17K.
  • Valeo Financial Advisors first reported a position in Bed Bath & Beyond in Q4 2017 and held it in 14 quarters.
  • Valeo Financial Advisors's Bed Bath & Beyond position peaked at $77K in Q4 2017.
  • 277 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.