Bell Investment Advisors’s Avis CAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.6K	Sell	11 -6	-35%	-$684	﹤0.01%	1400
2025 Q4	$2.18K	Sell	17 -2	-11%	-$279	﹤0.01%	1323
2025 Q3	$3.05K	Buy	19 +6	+46%	+$1.01K	﹤0.01%	1158
2025 Q2	$2.2K	Buy	13 +5	+63%	+$539	﹤0.01%	1338
2025 Q1	$608	Sell	8 -6	-43%	-$482	﹤0.01%	1694
2024 Q4	$1.13K	Sell	14 -3	-18%	-$274	﹤0.01%	1544
2024 Q3	$1.49K	Buy	17 +6	+55%	+$541	﹤0.01%	1462
2024 Q2	$1.15K	Hold	11	–	–	﹤0.01%	1569
2024 Q1	$1.35K	Sell	11 -18	-62%	-$2.48K	﹤0.01%	1502
2023 Q4	$5.14K	Sell	29 -11	-28%	-$2K	﹤0.01%	876
2023 Q3	$7.19K	Sell	40 -4	-9%	-$867	﹤0.01%	631
2023 Q2	$10.1K	Buy	44 +4	+10%	+$733	﹤0.01%	511
2023 Q1	$7.79K	Buy	40 +5	+14%	+$1K	﹤0.01%	573
2022 Q4	$5.74K	Sell	35 -3	-8%	-$602	﹤0.01%	740
2022 Q3	$6K	Buy	38 +17	+81%	+$2.79K	﹤0.01%	574
2022 Q2	$3K	Buy	+21	New	+$4.61K	﹤0.01%	904
2021 Q4	$3K	Hold	13	–	–	﹤0.01%	955
2021 Q3	$2K	Buy	+13	New	+$1.15K	﹤0.01%	1032

Other funds holding CAR

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM