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Bell Investment Advisors’s Adeia ADEA Stock Holding History

Bell Investment Advisors’s Portfolio ADEA Stock Details ADEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-32
Closed -$284 – 1916
2023
Q1 		$284 Hold
32
– – ﹤0.01% 1895
2022
Q4 		$303 Buy
+32
New +$326 ﹤0.01% 1923
2022
Q3 		– Sell
-363
Closed -$1K – 1701
2022
Q2 		$1K Buy
+363
New +$1.52K ﹤0.01% 1302
2021
Q4 		$1K Sell
246
-22
-8% -$110 ﹤0.01% 1307
2021
Q3 		$1K Buy
+268
New +$1.44K ﹤0.01% 1239

Other funds holding ADEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bell Investment Advisors's ADEA Position: Q2 2023 in Review

Bell Investment Advisors sold out of Adeia (ADEA) in Q2 2023, closing a stake of 32 shares — an estimated $284 sold.

Bell Investment Advisors first reported a position in ADEA in Q3 2021 and held it in 5 quarters. The position peaked at $1K in Q2 2022. 199 funds tracked by Wall St. Rank hold ADEA as of Q2 2023.

  • Bell Investment Advisors reported no remaining Adeia position as of Q2 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 32 Adeia shares in Q2 2023, an estimated $284.
  • Bell Investment Advisors first reported a position in Adeia in Q3 2021 and held it in 5 quarters.
  • Bell Investment Advisors's Adeia position peaked at $1K in Q2 2022.
  • 199 funds tracked by Wall St. Rank held Adeia as of Q2 2023.

Based on Bell Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.