WMS Partners’s Best Buy BBY Stock Holding History

WMS Partners’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
2023 Q2	–	Sell	-3,118	Closed	-$244K	–	293
2023 Q1	$244K	Hold	3,118	–	–	0.02%	237
2022 Q4	$250K	Buy	+3,118	New	+$230K	0.02%	225

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

WMS Partners's BBY Position: Q2 2023 in Review

WMS Partners sold out of Best Buy (BBY) in Q2 2023, closing a stake of 3,118 shares — an estimated $244K sold.

WMS Partners first reported a position in BBY in Q4 2022 and held it in 2 quarters. The position peaked at $250K in Q4 2022. 737 funds tracked by Wall St. Rank hold BBY as of Q2 2023.

WMS Partners reported no remaining Best Buy position as of Q2 2023 after selling out during the quarter.
WMS Partners sold 3,118 Best Buy shares in Q2 2023, an estimated $244K.
WMS Partners first reported a position in Best Buy in Q4 2022 and held it in 2 quarters.
WMS Partners's Best Buy position peaked at $250K in Q4 2022.
737 funds tracked by Wall St. Rank held Best Buy as of Q2 2023.

Based on WMS Partners's 13F filing for Q2 2023, filed 14 Aug 2023.