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Bell Investment Advisors’s Karat Packaging KRT Stock Holding History

Bell Investment Advisors’s Portfolio KRT Stock Details KRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18
Closed -$479 – 1937
2025
Q1 		$479 Buy
+18
New +$537 ﹤0.01% 1770

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WA
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RIM
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Millennium Management
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Acadian Asset Management
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Citadel Advisors
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Bell Investment Advisors's KRT Position: Q2 2025 in Review

Bell Investment Advisors sold out of Karat Packaging (KRT) in Q2 2025, closing a stake of 18 shares — an estimated $479 sold.

Bell Investment Advisors first reported a position in KRT in Q1 2025 and held it in 1 quarter. The position peaked at $479 in Q1 2025. 129 funds tracked by Wall St. Rank hold KRT as of Q2 2025.

  • Bell Investment Advisors reported no remaining Karat Packaging position as of Q2 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 18 Karat Packaging shares in Q2 2025, an estimated $479.
  • Bell Investment Advisors first reported a position in Karat Packaging in Q1 2025 and held it in 1 quarter.
  • Bell Investment Advisors's Karat Packaging position peaked at $479 in Q1 2025.
  • 129 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.