Vest Financial’s Best Buy BBY Stock Holding History

Vest Financial’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
2024 Q1	–	Sell	-3,058	Closed	-$239K	–	264
2023 Q4	$239K	Buy	+3,058	New	+$215K	0.01%	173
2023 Q1	–	Sell	-4,773	Closed	-$383K	–	114
2022 Q4	$383K	Buy	+4,773	New	+$351K	0.06%	90

Other funds holding BBY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vest Financial's BBY Position: Q1 2024 in Review

Vest Financial sold out of Best Buy (BBY) in Q1 2024, closing a stake of 3,058 shares — an estimated $239K sold.

Vest Financial first reported a position in BBY in Q4 2022 and held it in 2 quarters. The position peaked at $383K in Q4 2022. 783 funds tracked by Wall St. Rank hold BBY as of Q1 2024.

Vest Financial reported no remaining Best Buy position as of Q1 2024 after selling out during the quarter.
Vest Financial sold 3,058 Best Buy shares in Q1 2024, an estimated $239K.
Vest Financial first reported a position in Best Buy in Q4 2022 and held it in 2 quarters.
Vest Financial's Best Buy position peaked at $383K in Q4 2022.
783 funds tracked by Wall St. Rank held Best Buy as of Q1 2024.

Based on Vest Financial's 13F filing for Q1 2024, filed 30 Apr 2024.