BIA
STEL

Bell Investment Advisors’s Stellar Bancorp STEL Stock Holding History

Bell Investment Advisors’s Portfolio STEL Stock Details STEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-33
Closed -$813 – 1989
2023
Q1 		$813 Hold
33
– – ﹤0.01% 1637
2022
Q4 		$972 Buy
+33
New +$1.02K ﹤0.01% 1611

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bell Investment Advisors's STEL Position: Q2 2023 in Review

Bell Investment Advisors sold out of Stellar Bancorp (STEL) in Q2 2023, closing a stake of 33 shares — an estimated $813 sold.

Bell Investment Advisors first reported a position in STEL in Q4 2022 and held it in 2 quarters. The position peaked at $972 in Q4 2022. 153 funds tracked by Wall St. Rank hold STEL as of Q2 2023.

  • Bell Investment Advisors reported no remaining Stellar Bancorp position as of Q2 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 33 Stellar Bancorp shares in Q2 2023, an estimated $813.
  • Bell Investment Advisors first reported a position in Stellar Bancorp in Q4 2022 and held it in 2 quarters.
  • Bell Investment Advisors's Stellar Bancorp position peaked at $972 in Q4 2022.
  • 153 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2023.

Based on Bell Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.