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Bell Investment Advisors’s Sigma Lithium SGML Stock Holding History

Bell Investment Advisors’s Portfolio SGML Stock Details SGML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14
Closed -$455 – 1987
2023
Q3 		$455 Buy
+14
New +$501 ﹤0.01% 1832

Other funds holding SGML

NC
Nucleo Capital Sao Paulo, Sp, Brazil $29.1M AUM 59.16% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
MS
Maven Securities St Helier, Jersey $5.2B AUM 44.01% 1-Year Est. Return
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
TCM
Thomist Capital Management Houston, Texas $371M AUM 77.62% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Bell Investment Advisors's SGML Position: Q4 2023 in Review

Bell Investment Advisors sold out of Sigma Lithium (SGML) in Q4 2023, closing a stake of 14 shares — an estimated $455 sold.

Bell Investment Advisors first reported a position in SGML in Q3 2023 and held it in 1 quarter. The position peaked at $455 in Q3 2023. 112 funds tracked by Wall St. Rank hold SGML as of Q4 2023.

  • Bell Investment Advisors reported no remaining Sigma Lithium position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 14 Sigma Lithium shares in Q4 2023, an estimated $455.
  • Bell Investment Advisors first reported a position in Sigma Lithium in Q3 2023 and held it in 1 quarter.
  • Bell Investment Advisors's Sigma Lithium position peaked at $455 in Q3 2023.
  • 112 funds tracked by Wall St. Rank held Sigma Lithium as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.