Bell Investment Advisors’s MarketWise MKTW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-8	Closed	-$1K	–	1867
2022 Q2	$1K	Buy	+8	New	+$556	﹤0.01%	1498

Other funds holding MKTW

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

HCM

Highline Capital Management New York $53.5M AUM 21.72% 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

Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Bell Investment Advisors sold out of MarketWise (MKTW) in Q3 2022, closing a stake of 8 shares — an estimated $1K sold.

Bell Investment Advisors first reported a position in MKTW in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 63 funds tracked by Wall St. Rank hold MKTW as of Q3 2022.

Bell Investment Advisors reported no remaining MarketWise position as of Q3 2022 after selling out during the quarter.
Bell Investment Advisors sold 8 MarketWise shares in Q3 2022, an estimated $1K.
Bell Investment Advisors first reported a position in MarketWise in Q2 2022 and held it in 1 quarter.
Bell Investment Advisors's MarketWise position peaked at $1K in Q2 2022.
63 funds tracked by Wall St. Rank held MarketWise as of Q3 2022.

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