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Wealthcare Capital Management’s Best Buy BBY Stock Holding History

Wealthcare Capital Management’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
-22
Closed -$3K – 140
2021
Q1 		$3K Buy
+22
New +$2.46K ﹤0.01% 462
2020
Q1 		– Sell
-26
Closed -$2K – 286
2019
Q4 		$2K Buy
+26
New +$1.99K ﹤0.01% 397
2015
Q2 		– Sell
-38
Closed -$1K – 425
2015
Q1 		$1K Buy
+38
New +$1.45K ﹤0.01% 850

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
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
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthcare Capital Management's BBY Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Best Buy (BBY) in Q2 2021, closing a stake of 22 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in BBY in Q1 2015 and held it in 3 quarters. The position peaked at $3K in Q1 2021. 763 funds tracked by Wall St. Rank hold BBY as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Best Buy position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 22 Best Buy shares in Q2 2021, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Best Buy in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's Best Buy position peaked at $3K in Q1 2021.
  • 763 funds tracked by Wall St. Rank held Best Buy as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.