WWP
BBY icon

WR Wealth Planners’s Best Buy BBY Stock Holding History

WR Wealth Planners’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
Q4 		$26.1K Buy
304
+19
+7% +$1.73K 0.01% 419
2024
Q3 		$29.4K Hold
285
– – 0.01% 421
2024
Q2 		$24K Buy
285
+184
+182% +$14.6K 0.01% 419
2024
Q1 		$8.29K Buy
+101
New +$7.68K ﹤0.01% 634

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's BBY Position: Q4 2024 in Review

WR Wealth Planners increased its Best Buy (BBY) stake by 6.7% in Q4 2024, buying an estimated $1.73K and bringing the position to 304 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #419.

WR Wealth Planners first reported a position in BBY in Q1 2024 and has held it in 4 quarters since. The position peaked at $29.4K in Q3 2024. 850 funds tracked by Wall St. Rank hold BBY as of Q4 2024.

  • WR Wealth Planners held 304 shares of Best Buy worth $26.1K as of Q4 2024.
  • WR Wealth Planners bought 19 Best Buy shares in Q4 2024, an estimated $1.73K.
  • Best Buy made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #419 holding.
  • WR Wealth Planners first reported a position in Best Buy in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Best Buy position peaked at $29.4K in Q3 2024.
  • 850 funds tracked by Wall St. Rank held Best Buy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.