Bell Investment Advisors’s Forge Global Holdings FRGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2	Closed	–	–	1807
2022 Q2	$0	Buy	+2	New	+$537	﹤0.01%	1762

Other funds holding FRGE

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

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

Bell Investment Advisors's FRGE Position: Q3 2022 in Review

Bell Investment Advisors sold out of Forge Global Holdings (FRGE) in Q3 2022, closing a stake of 2 shares.

Bell Investment Advisors first reported a position in FRGE in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 52 funds tracked by Wall St. Rank hold FRGE as of Q3 2022.

Bell Investment Advisors reported no remaining Forge Global Holdings position as of Q3 2022 after selling out during the quarter.
Bell Investment Advisors sold 2 Forge Global Holdings shares in Q3 2022.
Bell Investment Advisors first reported a position in Forge Global Holdings in Q2 2022 and held it in 1 quarter.
Bell Investment Advisors's Forge Global Holdings position peaked at $0 in Q2 2022.
52 funds tracked by Wall St. Rank held Forge Global Holdings as of Q3 2022.

Based on Bell Investment Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.