West Branch Capital’s Best Buy BBY Stock Holding History

West Branch Capital’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
2024 Q4	–	Sell	-1	Closed	-$104	–	556
2024 Q3	$104	Buy	+1	New	+$90	﹤0.01%	538

Other funds holding BBY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

West Branch Capital's BBY Position: Q4 2024 in Review

West Branch Capital sold out of Best Buy (BBY) in Q4 2024, closing a stake of 1 share — an estimated $104 sold.

West Branch Capital first reported a position in BBY in Q3 2024 and held it in 1 quarter. The position peaked at $104 in Q3 2024. 849 funds tracked by Wall St. Rank hold BBY as of Q4 2024.

West Branch Capital reported no remaining Best Buy position as of Q4 2024 after selling out during the quarter.
West Branch Capital sold 1 Best Buy share in Q4 2024, an estimated $104.
West Branch Capital first reported a position in Best Buy in Q3 2024 and held it in 1 quarter.
West Branch Capital's Best Buy position peaked at $104 in Q3 2024.
849 funds tracked by Wall St. Rank held Best Buy as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.