VFA
BBBY

Valeo Financial Advisors’s Bed Bath & Beyond Inc 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
-40
Closed -$1K – 2002
2021
Q1 		$1K Buy
40
+10
+33% +$280 ﹤0.01% 1977
2020
Q4 		$1K Hold
30
– – ﹤0.01% 1639
2020
Q3 		$0 Hold
30
– – ﹤0.01% 2236
2020
Q2 		$0 Buy
+30
New +$207 ﹤0.01% 2196
2019
Q2 		– Sell
-60
Closed -$1K – 1688
2019
Q1 		$1K Sell
60
-72
-55% -$1.09K ﹤0.01% 1509
2018
Q4 		$1K Hold
132
– – ﹤0.01% 1436
2018
Q3 		$2K Buy
132
+60
+83% +$1.12K ﹤0.01% 1538
2018
Q2 		$1K Buy
+72
New +$1.34K ﹤0.01% 1542

Other funds holding BBBY

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Bed Bath & Beyond Inc (BBBY) in Q2 2021, closing a stake of 40 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in BBBY in Q2 2018 and held it in 8 quarters. The position peaked at $2K in Q3 2018. 281 funds tracked by Wall St. Rank hold BBBY as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Bed Bath & Beyond Inc position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 40 Bed Bath & Beyond Inc shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Bed Bath & Beyond Inc in Q2 2018 and held it in 8 quarters.
  • Valeo Financial Advisors's Bed Bath & Beyond Inc position peaked at $2K in Q3 2018.
  • 281 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q2 2021.

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