WWM
BBY icon

Western Wealth Management’s Best Buy BBY Stock Holding History

Western Wealth Management’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
Q1 		– Sell
-11,271
Closed -$882K – 652
2023
Q4 		$882K Buy
11,271
+494
+5% +$34.8K 0.06% 300
2023
Q3 		$749K Buy
10,777
+1,439
+15% +$111K 0.06% 307
2023
Q2 		$765K Buy
9,338
+1,161
+14% +$86.7K 0.07% 289
2023
Q1 		$640K Buy
8,177
+3,292
+67% +$271K 0.06% 316
2022
Q4 		$392K Sell
4,885
-2,682
-35% -$197K 0.04% 396
2022
Q3 		$514K Buy
7,567
+36
+0.5% +$2.67K 0.03% 472
2022
Q2 		$533K Buy
7,531
+552
+8% +$46K 0.03% 456
2022
Q1 		$634K Buy
+6,979
New +$692K 0.03% 459

Other funds holding BBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Western Wealth Management's BBY Position: Q1 2024 in Review

Western Wealth Management sold out of Best Buy (BBY) in Q1 2024, closing a stake of 11,271 shares — an estimated $882K sold.

Western Wealth Management first reported a position in BBY in Q1 2022 and held it in 8 quarters. The position peaked at $882K in Q4 2023. 783 funds tracked by Wall St. Rank hold BBY as of Q1 2024.

  • Western Wealth Management reported no remaining Best Buy position as of Q1 2024 after selling out during the quarter.
  • Western Wealth Management sold 11,271 Best Buy shares in Q1 2024, an estimated $882K.
  • Western Wealth Management first reported a position in Best Buy in Q1 2022 and held it in 8 quarters.
  • Western Wealth Management's Best Buy position peaked at $882K in Q4 2023.
  • 783 funds tracked by Wall St. Rank held Best Buy as of Q1 2024.

Based on Western Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.