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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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