WAM
BBBY

Wealthspire Advisors (Maryland)’s Bed Bath & Beyond Inc BBBY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-386
Closed -$7K – 2240
2019
Q1 		$7K Buy
386
+177
+85% +$2.67K ﹤0.01% 1713
2018
Q4 		$2K Sell
209
-119
-36% -$1.55K ﹤0.01% 2165
2018
Q3 		$5K Sell
328
-73
-18% -$1.37K ﹤0.01% 1847
2018
Q2 		$8K Sell
401
-106
-21% -$1.98K ﹤0.01% 1638
2018
Q1 		$11K Buy
507
+166
+49% +$3.67K ﹤0.01% 1551
2017
Q4 		$7K Buy
341
+98
+40% +$2.13K ﹤0.01% 1748
2017
Q3 		$6K Sell
243
-3,593
-94% -$101K ﹤0.01% 1765
2017
Q2 		$117K Buy
3,836
+3,463
+928% +$125K 0.01% 637
2017
Q1 		$15K Sell
373
-181
-33% -$7.26K ﹤0.01% 1187
2016
Q4 		$23K Sell
554
-117
-17% -$5.07K ﹤0.01% 983
2016
Q3 		$29K Sell
671
-34
-5% -$1.51K ﹤0.01% 957
2016
Q2 		$30K Buy
705
+34
+5% +$1.54K 0.01% 873
2016
Q1 		$33K Buy
671
+56
+9% +$2.62K 0.01% 806
2015
Q4 		$30K Buy
+615
New +$34.2K 0.01% 842

Other funds holding BBBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BBBY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Bed Bath & Beyond Inc (BBBY) in Q2 2019, closing a stake of 386 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in BBBY in Q4 2015 and held it in 14 quarters. The position peaked at $117K in Q2 2017. 292 funds tracked by Wall St. Rank hold BBBY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Bed Bath & Beyond Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 386 Bed Bath & Beyond Inc shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Bed Bath & Beyond Inc in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Bed Bath & Beyond Inc position peaked at $117K in Q2 2017.
  • 292 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.