BIA
WE

Bell Investment Advisors’s WeWork Inc. WE Stock Holding History

Bell Investment Advisors’s Portfolio WE Stock Details WE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-31
Closed -$94 – 2033
2023
Q3 		$94 Hold
31
– – ﹤0.01% 1916
2023
Q2 		$318 Hold
31
– – ﹤0.01% 1897
2023
Q1 		$966 Hold
31
– – ﹤0.01% 1588
2022
Q4 		$1.78K Buy
31
+19
+158% +$1.78K ﹤0.01% 1354
2022
Q3 		$1K Buy
12
+10
+500% +$1.8K ﹤0.01% 1666
2022
Q2 		$0 Buy
+2
New +$515 ﹤0.01% 1865

Other funds holding WE

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
VSI
Verde Servicos Internacionais Sao Paulo, Brazil $326M AUM 26.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $810M AUM 13.94% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return

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

Bell Investment Advisors sold out of WeWork Inc. (WE) in Q4 2023, closing a stake of 31 shares — an estimated $94 sold.

Bell Investment Advisors first reported a position in WE in Q2 2022 and held it in 6 quarters. The position peaked at $1.78K in Q4 2022. 13 funds tracked by Wall St. Rank hold WE as of Q4 2023.

  • Bell Investment Advisors reported no remaining WeWork Inc. position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 31 WeWork Inc. shares in Q4 2023, an estimated $94.
  • Bell Investment Advisors first reported a position in WeWork Inc. in Q2 2022 and held it in 6 quarters.
  • Bell Investment Advisors's WeWork Inc. position peaked at $1.78K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held WeWork Inc. as of Q4 2023.

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