Bell Investment Advisors’s FMC FMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-14	Closed	-$471	–	1847
2025 Q3	$471	Sell	14 -21	-60%	-$819	﹤0.01%	1786
2025 Q2	$1.46K	Sell	35 -48	-58%	-$1.91K	﹤0.01%	1462
2025 Q1	$3.5K	Buy	83 +33	+66%	+$1.47K	﹤0.01%	1075
2024 Q4	$2.43K	Buy	50 +14	+39%	+$817	﹤0.01%	1251
2024 Q3	$2.37K	Buy	36 +8	+29%	+$490	﹤0.01%	1281
2024 Q2	$1.61K	Hold	28	–	–	﹤0.01%	1449
2024 Q1	$1.78K	Buy	28 +18	+180%	+$1.05K	﹤0.01%	1407
2023 Q4	$631	Sell	10 -2	-17%	-$116	﹤0.01%	1735
2023 Q3	$804	Sell	12 -33	-73%	-$2.86K	﹤0.01%	1634
2023 Q2	$4.7K	Sell	45 -57	-56%	-$6.41K	﹤0.01%	853
2023 Q1	$12.5K	Buy	102 +9	+10%	+$1.13K	﹤0.01%	419
2022 Q4	$11.6K	Sell	93 -2	-2%	-$245	﹤0.01%	435
2022 Q3	$10K	Buy	95 +21	+28%	+$2.27K	﹤0.01%	419
2022 Q2	$8K	Buy	+74	New	+$9.04K	﹤0.01%	496
2021 Q4	$7K	Sell	60 -7	-10%	-$704	﹤0.01%	602
2021 Q3	$6K	Buy	+67	New	+$6.61K	﹤0.01%	629

Other funds holding FMC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Geode Capital Management

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return