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Wealth Alliance’s Best Buy BBY Stock Holding History

Wealth Alliance’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
2022
Q2 		– Sell
-2,914
Closed -$265K – 449
2022
Q1 		$265K Sell
2,914
-719
-20% -$71.2K 0.05% 353
2021
Q4 		$369K Sell
3,633
-279
-7% -$31.8K 0.07% 286
2021
Q3 		$414K Buy
3,912
+664
+20% +$74.6K 0.09% 248
2021
Q2 		$373K Buy
3,248
+692
+27% +$80.8K 0.09% 266
2021
Q1 		$293K Buy
2,556
+531
+26% +$59.5K 0.08% 294
2020
Q4 		$202K Sell
2,025
-68
-3% -$7.61K 0.06% 367
2020
Q3 		$233K Buy
+2,093
New +$214K 0.08% 286

Other funds holding BBY

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Alliance's BBY Position: Q2 2022 in Review

Wealth Alliance sold out of Best Buy (BBY) in Q2 2022, closing a stake of 2,914 shares — an estimated $265K sold.

Wealth Alliance first reported a position in BBY in Q3 2020 and held it in 7 quarters. The position peaked at $414K in Q3 2021. 766 funds tracked by Wall St. Rank hold BBY as of Q2 2022.

  • Wealth Alliance reported no remaining Best Buy position as of Q2 2022 after selling out during the quarter.
  • Wealth Alliance sold 2,914 Best Buy shares in Q2 2022, an estimated $265K.
  • Wealth Alliance first reported a position in Best Buy in Q3 2020 and held it in 7 quarters.
  • Wealth Alliance's Best Buy position peaked at $414K in Q3 2021.
  • 766 funds tracked by Wall St. Rank held Best Buy as of Q2 2022.

Based on Wealth Alliance's 13F filing for Q2 2022, filed 15 Aug 2022.