Bell Investment Advisors’s ATS Corp ATS Stock Holding History

Bell Investment Advisors’s Portfolio ATS Stock Details ATS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$564	Hold	20	–	–	﹤0.01%	1696
2025 Q4	$551	Hold	20	–	–	﹤0.01%	1705
2025 Q3	$524	Hold	20	–	–	﹤0.01%	1751
2025 Q2	$638	Buy	+20	New	+$548	﹤0.01%	1711
2025 Q1	–	Sell	-31	Closed	-$945	–	1908
2024 Q4	$945	Hold	31	–	–	﹤0.01%	1600
2024 Q3	$901	Sell	31 -2	-6%	-$58	﹤0.01%	1627
2024 Q2	$1.07K	Buy	+33	New	+$1.06K	﹤0.01%	1599
2023 Q4	–	Sell	-21	Closed	-$896	–	1917
2023 Q3	$896	Buy	21 +10	+91%	+$442	﹤0.01%	1611
2023 Q2	$507	Buy	+11	New	+$494	﹤0.01%	1844

Other funds holding ATS

Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments

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