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Valeo Financial Advisors’s Best Buy BBY Stock Holding History

Valeo Financial 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
-271
Closed -$31K – 647
2021
Q1 		$31K Sell
271
-120
-31% -$13.4K ﹤0.01% 1021
2020
Q4 		$39K Buy
391
+147
+60% +$16.4K ﹤0.01% 858
2020
Q3 		$27K Buy
244
+164
+205% +$16.8K ﹤0.01% 841
2020
Q2 		$7K Buy
80
+59
+281% +$4.47K ﹤0.01% 1390
2020
Q1 		$1K Buy
+21
New +$1.67K ﹤0.01% 1626
2019
Q2 		– Sell
-20
Closed -$1K – 1556
2019
Q1 		$1K Hold
20
– – ﹤0.01% 1428
2018
Q4 		$1K Sell
20
-9
-31% -$588 ﹤0.01% 1360
2018
Q3 		$2K Sell
29
-7
-19% -$542 ﹤0.01% 1432
2018
Q2 		$3K Sell
36
-34
-49% -$2.51K ﹤0.01% 1238
2018
Q1 		$5K Buy
70
+5
+8% +$359 ﹤0.01% 1115
2017
Q4 		$4K Sell
65
-49
-43% -$2.9K ﹤0.01% 1053
2017
Q3 		$6K Buy
+114
New +$6.53K ﹤0.01% 817

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Valeo Financial Advisors sold out of Best Buy (BBY) in Q2 2021, closing a stake of 271 shares — an estimated $31K sold.

Valeo Financial Advisors first reported a position in BBY in Q3 2017 and held it in 12 quarters. The position peaked at $39K in Q4 2020. 765 funds tracked by Wall St. Rank hold BBY as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Best Buy position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 271 Best Buy shares in Q2 2021, an estimated $31K.
  • Valeo Financial Advisors first reported a position in Best Buy in Q3 2017 and held it in 12 quarters.
  • Valeo Financial Advisors's Best Buy position peaked at $39K in Q4 2020.
  • 765 funds tracked by Wall St. Rank held Best Buy as of Q2 2021.

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