BIA
FISK

Bell Investment Advisors’s Empire State Realty OP LP Series 250 FISK Stock Holding History

Bell Investment Advisors’s Portfolio FISK Stock Details FISK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$43.5K Hold
9,848
– – 0.01% 273
2025
Q4 		$59.8K Hold
9,848
– – 0.01% 235
2025
Q3 		$66.3K Hold
9,848
– – 0.01% 207
2025
Q2 		$73.1K Hold
9,848
– – 0.01% 192
2025
Q1 		$74.9K Hold
9,848
– – 0.01% 173
2024
Q4 		$89K Hold
9,848
– – 0.02% 150
2024
Q3 		$108K Hold
9,848
– – 0.02% 143
2024
Q2 		$79K Hold
9,848
– – 0.02% 166
2024
Q1 		$88.9K Hold
9,848
– – 0.02% 146
2023
Q4 		$96.2K Hold
9,848
– – 0.02% 133
2023
Q3 		$70.8K Hold
9,848
– – 0.02% 146
2023
Q2 		$68.3K Hold
9,848
– – 0.02% 142
2023
Q1 		$61.2K Hold
9,848
– – 0.01% 146
2022
Q4 		$59.1K Hold
9,848
– – 0.01% 149
2022
Q3 		$57K Hold
9,848
– – 0.02% 121
2022
Q2 		$64K Buy
+9,848
New +$80.6K 0.02% 113
2021
Q4 		$76K Sell
9,848
-480
-5% -$4.66K 0.02% 122
2021
Q3 		$97K Buy
+10,328
New +$109K 0.03% 97

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WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return