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Bell Investment Advisors’s Shenandoah Telecom SHEN Stock Holding History

Bell Investment Advisors’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-24
Closed -$1K – 1931
2022
Q2 		$1K Buy
+24
New +$542 ﹤0.01% 1586
2021
Q4 		$1K Sell
24
-43
-64% -$1.21K ﹤0.01% 1595
2021
Q3 		$2K Buy
+67
New +$2.55K ﹤0.01% 1152

Other funds holding SHEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bell Investment Advisors sold out of Shenandoah Telecom (SHEN) in Q3 2022, closing a stake of 24 shares — an estimated $1K sold.

Bell Investment Advisors first reported a position in SHEN in Q3 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 138 funds tracked by Wall St. Rank hold SHEN as of Q3 2022.

  • Bell Investment Advisors reported no remaining Shenandoah Telecom position as of Q3 2022 after selling out during the quarter.
  • Bell Investment Advisors sold 24 Shenandoah Telecom shares in Q3 2022, an estimated $1K.
  • Bell Investment Advisors first reported a position in Shenandoah Telecom in Q3 2021 and held it in 3 quarters.
  • Bell Investment Advisors's Shenandoah Telecom position peaked at $2K in Q3 2021.
  • 138 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q3 2022.

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