Bell Investment Advisors’s Dakota Gold DC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-147	Closed	-$533	–	1940
2023 Q1	$533	Buy	+147	New	+$486	﹤0.01%	1795

Other funds holding DC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bell Investment Advisors sold out of Dakota Gold (DC) in Q2 2023, closing a stake of 147 shares — an estimated $533 sold.

Bell Investment Advisors first reported a position in DC in Q1 2023 and held it in 1 quarter. The position peaked at $533 in Q1 2023. 53 funds tracked by Wall St. Rank hold DC as of Q2 2023.

Bell Investment Advisors reported no remaining Dakota Gold position as of Q2 2023 after selling out during the quarter.
Bell Investment Advisors sold 147 Dakota Gold shares in Q2 2023, an estimated $533.
Bell Investment Advisors first reported a position in Dakota Gold in Q1 2023 and held it in 1 quarter.
Bell Investment Advisors's Dakota Gold position peaked at $533 in Q1 2023.
53 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2023.

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