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BIA
Bell Investment Advisors’s
Ubiquiti
UI
Stock Holding History
Bell Investment Advisors’s Portfolio
UI Stock Details
UI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$3.95K
Hold
5
–
–
﹤0.01%
1069
2025
Q4
$2.77K
Hold
5
–
–
﹤0.01%
1232
2025
Q3
$3.3K
Hold
5
–
–
﹤0.01%
1115
2025
Q2
$2.06K
Hold
5
–
–
﹤0.01%
1356
2025
Q1
$1.55K
Hold
5
–
–
﹤0.01%
1399
2024
Q4
$1.66K
Hold
5
–
–
﹤0.01%
1399
2024
Q3
$1.11K
Hold
5
–
–
﹤0.01%
1562
2024
Q2
$729
Hold
5
–
–
﹤0.01%
1687
2024
Q1
$580
Hold
5
–
–
﹤0.01%
1770
2023
Q4
$698
Sell
5
-5
-50%
-$609
﹤0.01%
1700
2023
Q3
$1.45K
Hold
10
–
–
﹤0.01%
1427
2023
Q2
$1.76K
Sell
10
-22
-69%
-$4.44K
﹤0.01%
1364
2023
Q1
$8.7K
Sell
32
-2
-6%
-$553
﹤0.01%
536
2022
Q4
$9.3K
Buy
34
+13
+62%
+$3.87K
﹤0.01%
511
2022
Q3
$6K
Buy
21
+7
+50%
+$2.06K
﹤0.01%
626
2022
Q2
$3K
Buy
+14
New
+$3.73K
﹤0.01%
1033
2021
Q4
$3K
Sell
10
-4
-29%
-$1.22K
﹤0.01%
1045
2021
Q3
$4K
Buy
+14
New
+$4.33K
﹤0.01%
834
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$871B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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