Westshore Wealth’s Best Buy BBY Stock Holding History

Westshore Wealth’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
2022 Q2	–	Sell	-4,400	Closed	-$400K	–	98
2022 Q1	$400K	Buy	4,400 +100	+2%	+$9.91K	0.27%	47
2021 Q4	$437K	Buy	4,300 +100	+2%	+$11.4K	0.3%	46
2021 Q3	$444K	Buy	+4,200	New	+$472K	0.36%	39

Other funds holding BBY

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Westshore Wealth's BBY Position: Q2 2022 in Review

Westshore Wealth sold out of Best Buy (BBY) in Q2 2022, closing a stake of 4,400 shares — an estimated $400K sold.

Westshore Wealth first reported a position in BBY in Q3 2021 and held it in 3 quarters. The position peaked at $444K in Q3 2021. 766 funds tracked by Wall St. Rank hold BBY as of Q2 2022.

Westshore Wealth reported no remaining Best Buy position as of Q2 2022 after selling out during the quarter.
Westshore Wealth sold 4,400 Best Buy shares in Q2 2022, an estimated $400K.
Westshore Wealth first reported a position in Best Buy in Q3 2021 and held it in 3 quarters.
Westshore Wealth's Best Buy position peaked at $444K in Q3 2021.
766 funds tracked by Wall St. Rank held Best Buy as of Q2 2022.

Based on Westshore Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.