BIA
EQC

Bell Investment Advisors’s Equity Commonwealth EQC Stock Holding History

Bell Investment Advisors’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-59
Closed -$1.15K – 1957
2024
Q2 		$1.15K Buy
59
+27
+84% +$514 ﹤0.01% 1574
2024
Q1 		$605 Buy
32
+8
+33% +$152 ﹤0.01% 1752
2023
Q4 		$461 Sell
24
-46
-66% -$869 ﹤0.01% 1852
2023
Q3 		$1.29K Buy
70
+16
+30% +$310 ﹤0.01% 1475
2023
Q2 		$1.09K Sell
54
-70
-56% -$1.45K ﹤0.01% 1569
2023
Q1 		$2.57K Sell
124
-80
-39% -$1.86K ﹤0.01% 1119
2022
Q4 		$5.09K Buy
204
+64
+46% +$1.64K ﹤0.01% 800
2022
Q3 		$3K Sell
140
-18
-11% -$484 ﹤0.01% 1004
2022
Q2 		$4K Buy
+158
New +$4.27K ﹤0.01% 871
2021
Q4 		$3K Sell
120
-39
-25% -$1.01K ﹤0.01% 1059
2021
Q3 		$4K Buy
+159
New +$4.18K ﹤0.01% 852

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Bell Investment Advisors's EQC Position: Q3 2024 in Review

Bell Investment Advisors sold out of Equity Commonwealth (EQC) in Q3 2024, closing a stake of 59 shares — an estimated $1.15K sold.

Bell Investment Advisors first reported a position in EQC in Q3 2021 and held it in 11 quarters. The position peaked at $5.09K in Q4 2022. 258 funds tracked by Wall St. Rank hold EQC as of Q3 2024.

  • Bell Investment Advisors reported no remaining Equity Commonwealth position as of Q3 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 59 Equity Commonwealth shares in Q3 2024, an estimated $1.15K.
  • Bell Investment Advisors first reported a position in Equity Commonwealth in Q3 2021 and held it in 11 quarters.
  • Bell Investment Advisors's Equity Commonwealth position peaked at $5.09K in Q4 2022.
  • 258 funds tracked by Wall St. Rank held Equity Commonwealth as of Q3 2024.

Based on Bell Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.