WFA
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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

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VCM
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VPM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return