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Bell Investment Advisors’s Consumer Portfolio Services CPSS Stock Holding History

Bell Investment Advisors’s Portfolio CPSS Stock Details CPSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-69
Closed -$806 – 1947
2023
Q2 		$806 Hold
69
– – ﹤0.01% 1649
2023
Q1 		$738 Hold
69
– – ﹤0.01% 1659
2022
Q4 		$611 Buy
+69
New +$495 ﹤0.01% 1721

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Bell Investment Advisors's CPSS Position: Q3 2023 in Review

Bell Investment Advisors sold out of Consumer Portfolio Services (CPSS) in Q3 2023, closing a stake of 69 shares — an estimated $806 sold.

Bell Investment Advisors first reported a position in CPSS in Q4 2022 and held it in 3 quarters. The position peaked at $806 in Q2 2023. 49 funds tracked by Wall St. Rank hold CPSS as of Q3 2023.

  • Bell Investment Advisors reported no remaining Consumer Portfolio Services position as of Q3 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 69 Consumer Portfolio Services shares in Q3 2023, an estimated $806.
  • Bell Investment Advisors first reported a position in Consumer Portfolio Services in Q4 2022 and held it in 3 quarters.
  • Bell Investment Advisors's Consumer Portfolio Services position peaked at $806 in Q2 2023.
  • 49 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q3 2023.

Based on Bell Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.