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Bell Investment Advisors’s Capitol Federal Financial CFFN Stock Holding History

Bell Investment Advisors’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-250
Closed -$2K – 1747
2022
Q2 		$2K Buy
+250
New +$2.47K ﹤0.01% 1113
2021
Q4 		$3K Buy
295
+88
+43% +$1.04K ﹤0.01% 957
2021
Q3 		$2K Buy
+207
New +$2.34K ﹤0.01% 1035

Other funds holding CFFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bell Investment Advisors's CFFN Position: Q3 2022 in Review

Bell Investment Advisors sold out of Capitol Federal Financial (CFFN) in Q3 2022, closing a stake of 250 shares — an estimated $2K sold.

Bell Investment Advisors first reported a position in CFFN in Q3 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 198 funds tracked by Wall St. Rank hold CFFN as of Q3 2022.

  • Bell Investment Advisors reported no remaining Capitol Federal Financial position as of Q3 2022 after selling out during the quarter.
  • Bell Investment Advisors sold 250 Capitol Federal Financial shares in Q3 2022, an estimated $2K.
  • Bell Investment Advisors first reported a position in Capitol Federal Financial in Q3 2021 and held it in 3 quarters.
  • Bell Investment Advisors's Capitol Federal Financial position peaked at $3K in Q4 2021.
  • 198 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q3 2022.

Based on Bell Investment Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.