BIA
BRDG

Bell Investment Advisors’s Bridge Investment Group BRDG Stock Holding History

Bell Investment Advisors’s Portfolio BRDG Stock Details BRDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-42
Closed -$476 – 1926
2023
Q1 		$476 Buy
+42
New +$567 ﹤0.01% 1851
2022
Q4 		– Sell
-64
Closed -$1K – 1944
2022
Q3 		$1K Buy
+64
New +$1.03K ﹤0.01% 1331

Other funds holding BRDG

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Bell Investment Advisors sold out of Bridge Investment Group (BRDG) in Q2 2023, closing a stake of 42 shares — an estimated $476 sold.

Bell Investment Advisors first reported a position in BRDG in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 51 funds tracked by Wall St. Rank hold BRDG as of Q2 2023.

  • Bell Investment Advisors reported no remaining Bridge Investment Group position as of Q2 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 42 Bridge Investment Group shares in Q2 2023, an estimated $476.
  • Bell Investment Advisors first reported a position in Bridge Investment Group in Q3 2022 and held it in 2 quarters.
  • Bell Investment Advisors's Bridge Investment Group position peaked at $1K in Q3 2022.
  • 51 funds tracked by Wall St. Rank held Bridge Investment Group as of Q2 2023.

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