Bell Investment Advisors’s Phoenix Motor Inc. Common Stock PEV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-872	Closed	-$304	–	1999
2025 Q1	$304	Buy	+872	New	+$313	﹤0.01%	1849

Other funds holding PEV

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bell Investment Advisors's PEV Position: Q2 2025 in Review

Bell Investment Advisors sold out of Phoenix Motor Inc. Common Stock (PEV) in Q2 2025, closing a stake of 872 shares — an estimated $304 sold.

Bell Investment Advisors first reported a position in PEV in Q1 2025 and held it in 1 quarter. The position peaked at $304 in Q1 2025. 3 funds tracked by Wall St. Rank hold PEV as of Q2 2025.

Bell Investment Advisors reported no remaining Phoenix Motor Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
Bell Investment Advisors sold 872 Phoenix Motor Inc. Common Stock shares in Q2 2025, an estimated $304.
Bell Investment Advisors first reported a position in Phoenix Motor Inc. Common Stock in Q1 2025 and held it in 1 quarter.
Bell Investment Advisors's Phoenix Motor Inc. Common Stock position peaked at $304 in Q1 2025.
3 funds tracked by Wall St. Rank held Phoenix Motor Inc. Common Stock as of Q2 2025.

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