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Wealthspire Advisors (Maryland)’s Best Buy BBY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-988
Closed -$70K – 613
2019
Q1 		$70K Sell
988
-34
-3% -$2.12K 0.01% 769
2018
Q4 		$54K Sell
1,022
-648
-39% -$42.3K ﹤0.01% 827
2018
Q3 		$133K Buy
1,670
+106
+7% +$8.21K 0.01% 578
2018
Q2 		$117K Sell
1,564
-9
-0.6% -$665 0.01% 641
2018
Q1 		$110K Sell
1,573
-90
-5% -$6.47K 0.01% 678
2017
Q4 		$114K Sell
1,663
-3
-0.2% -$178 0.01% 662
2017
Q3 		$95K Sell
1,666
-1,075
-39% -$61.6K 0.01% 730
2017
Q2 		$157K Sell
2,741
-591
-18% -$31.6K 0.02% 537
2017
Q1 		$164K Sell
3,332
-79
-2% -$3.53K 0.02% 455
2016
Q4 		$146K Buy
3,411
+287
+9% +$12.2K 0.02% 468
2016
Q3 		$119K Buy
3,124
+608
+24% +$21.3K 0.02% 525
2016
Q2 		$77K Buy
2,516
+315
+14% +$9.9K 0.01% 606
2016
Q1 		$71K Sell
2,201
-176
-7% -$5.33K 0.01% 609
2015
Q4 		$72K Buy
+2,377
New +$78.6K 0.01% 613

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Best Buy (BBY) in Q2 2019, closing a stake of 988 shares — an estimated $70K sold.

Wealthspire Advisors (Maryland) first reported a position in BBY in Q4 2015 and held it in 14 quarters. The position peaked at $164K in Q1 2017. 609 funds tracked by Wall St. Rank hold BBY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Best Buy position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 988 Best Buy shares in Q2 2019, an estimated $70K.
  • Wealthspire Advisors (Maryland) first reported a position in Best Buy in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Best Buy position peaked at $164K in Q1 2017.
  • 609 funds tracked by Wall St. Rank held Best Buy as of Q2 2019.

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