Bell Investment Advisors’s City Office REIT CIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-102	Closed	-$434	–	1929
2023 Q3	$434	Buy	+102	New	+$524	﹤0.01%	1847

Other funds holding CIO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bell Investment Advisors's CIO Position: Q4 2023 in Review

Bell Investment Advisors sold out of City Office REIT (CIO) in Q4 2023, closing a stake of 102 shares — an estimated $434 sold.

Bell Investment Advisors first reported a position in CIO in Q3 2023 and held it in 1 quarter. The position peaked at $434 in Q3 2023. 124 funds tracked by Wall St. Rank hold CIO as of Q4 2023.

Bell Investment Advisors reported no remaining City Office REIT position as of Q4 2023 after selling out during the quarter.
Bell Investment Advisors sold 102 City Office REIT shares in Q4 2023, an estimated $434.
Bell Investment Advisors first reported a position in City Office REIT in Q3 2023 and held it in 1 quarter.
Bell Investment Advisors's City Office REIT position peaked at $434 in Q3 2023.
124 funds tracked by Wall St. Rank held City Office REIT as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.