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Bell Investment Advisors’s TriCo Bancshares TCBK Stock Holding History

Bell Investment Advisors’s Portfolio TCBK Stock Details TCBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-34
Closed -$1.42K – 1991
2023
Q1 		$1.42K Buy
34
+19
+127% +$916 ﹤0.01% 1424
2022
Q4 		$765 Buy
+15
New +$783 ﹤0.01% 1658

Other funds holding TCBK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bell Investment Advisors sold out of TriCo Bancshares (TCBK) in Q2 2023, closing a stake of 34 shares — an estimated $1.42K sold.

Bell Investment Advisors first reported a position in TCBK in Q4 2022 and held it in 2 quarters. The position peaked at $1.42K in Q1 2023. 136 funds tracked by Wall St. Rank hold TCBK as of Q2 2023.

  • Bell Investment Advisors reported no remaining TriCo Bancshares position as of Q2 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 34 TriCo Bancshares shares in Q2 2023, an estimated $1.42K.
  • Bell Investment Advisors first reported a position in TriCo Bancshares in Q4 2022 and held it in 2 quarters.
  • Bell Investment Advisors's TriCo Bancshares position peaked at $1.42K in Q1 2023.
  • 136 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2023.

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