WealthPLAN Partners’s Best Buy BBY Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-3	Closed	-$246	–	377
2023 Q2	$246	Hold	3	–	–	﹤0.01%	1207
2023 Q1	$235	Buy	+3	New	+$247	﹤0.01%	1272

Other funds holding BBY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's BBY Position: Q3 2023 in Review

WealthPLAN Partners sold out of Best Buy (BBY) in Q3 2023, closing a stake of 3 shares — an estimated $246 sold.

WealthPLAN Partners first reported a position in BBY in Q1 2023 and held it in 2 quarters. The position peaked at $246 in Q2 2023. 699 funds tracked by Wall St. Rank hold BBY as of Q3 2023.

WealthPLAN Partners reported no remaining Best Buy position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 3 Best Buy shares in Q3 2023, an estimated $246.
WealthPLAN Partners first reported a position in Best Buy in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Best Buy position peaked at $246 in Q2 2023.
699 funds tracked by Wall St. Rank held Best Buy as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.