WP
BBBY

WealthPLAN Partners’s Bed Bath & Beyond Inc BBBY Stock Holding History

WealthPLAN Partners’s Portfolio BBBY Stock Details BBBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-18
Closed -$8 – 1426
2023
Q1 		$8 Buy
+18
New +$37 ﹤0.01% 1317
2016
Q3 		– Sell
-170
Closed -$7 – 1089
2016
Q2 		$7 Buy
+170
New +$7.71K ﹤0.01% 2547

Other funds holding BBBY

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

WealthPLAN Partners's BBBY Position: Q2 2023 in Review

WealthPLAN Partners sold out of Bed Bath & Beyond Inc (BBBY) in Q2 2023, closing a stake of 18 shares — an estimated $8 sold.

WealthPLAN Partners first reported a position in BBBY in Q2 2016 and held it in 2 quarters. The position peaked at $8 in Q1 2023. 18 funds tracked by Wall St. Rank hold BBBY as of Q2 2023.

  • WealthPLAN Partners reported no remaining Bed Bath & Beyond Inc position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 18 Bed Bath & Beyond Inc shares in Q2 2023, an estimated $8.
  • WealthPLAN Partners first reported a position in Bed Bath & Beyond Inc in Q2 2016 and held it in 2 quarters.
  • WealthPLAN Partners's Bed Bath & Beyond Inc position peaked at $8 in Q1 2023.
  • 18 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.