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WAM
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
–
619
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
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
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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