WFA
BBY icon

West Financial Advisors’s Best Buy BBY Stock Holding History

West Financial Advisors’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
2026
Q1 		– Sell
-80
Closed -$5.36K – 200
2025
Q4 		$5.36K Buy
+80
New +$6.1K ﹤0.01% 171
2023
Q4 		– Sell
-500
Closed -$34.7K – 162
2023
Q3 		$34.7K Hold
500
– – 0.01% 89
2023
Q2 		$41K Hold
500
– – 0.01% 86
2023
Q1 		$39.1K Sell
500
-339
-40% -$27.9K 0.01% 83
2022
Q4 		$67.3K Buy
839
+14
+2% +$1.03K 0.02% 70
2022
Q3 		$52K Buy
825
+4
+0.5% +$296 0.02% 99
2022
Q2 		$54K Buy
821
+9
+1% +$750 0.02% 94
2022
Q1 		$74K Buy
812
+8
+1% +$793 0.02% 90
2021
Q4 		$82K Buy
804
+6
+0.8% +$683 0.02% 93
2021
Q3 		$84K Buy
798
+509
+176% +$57.2K 0.02% 85
2021
Q2 		$33K Buy
289
+4
+1% +$467 0.01% 101
2021
Q1 		$33K Buy
285
+14
+5% +$1.57K 0.01% 101
2020
Q4 		$27K Buy
+271
New +$30.3K 0.01% 102

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

West Financial Advisors's BBY Position: Q1 2026 in Review

West Financial Advisors sold out of Best Buy (BBY) in Q1 2026, closing a stake of 80 shares — an estimated $5.36K sold.

West Financial Advisors first reported a position in BBY in Q4 2020 and held it in 13 quarters. The position peaked at $84K in Q3 2021. 865 funds tracked by Wall St. Rank hold BBY as of Q1 2026.

  • West Financial Advisors reported no remaining Best Buy position as of Q1 2026 after selling out during the quarter.
  • West Financial Advisors sold 80 Best Buy shares in Q1 2026, an estimated $5.36K.
  • West Financial Advisors first reported a position in Best Buy in Q4 2020 and held it in 13 quarters.
  • West Financial Advisors's Best Buy position peaked at $84K in Q3 2021.
  • 865 funds tracked by Wall St. Rank held Best Buy as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.