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Bell Investment Advisors’s Workiva WK Stock Holding History

Bell Investment Advisors’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4K Buy
+67
New +$4.67K ﹤0.01% 1063
2025
Q2 		– Sell
-22
Closed -$1.67K – 1982
2025
Q1 		$1.67K Hold
22
– – ﹤0.01% 1369
2024
Q4 		$2.41K Hold
22
– – ﹤0.01% 1258
2024
Q3 		$1.74K Sell
22
-6
-21% -$450 ﹤0.01% 1405
2024
Q2 		$2.04K Sell
28
-7
-20% -$551 ﹤0.01% 1343
2024
Q1 		$2.97K Hold
35
– – ﹤0.01% 1179
2023
Q4 		$3.55K Hold
35
– – ﹤0.01% 1064
2023
Q3 		$3.55K Sell
35
-15
-30% -$1.56K ﹤0.01% 987
2023
Q2 		$5.08K Hold
50
– – ﹤0.01% 816
2023
Q1 		$5.12K Sell
50
-8
-14% -$725 ﹤0.01% 778
2022
Q4 		$4.87K Buy
58
+19
+49% +$1.47K ﹤0.01% 823
2022
Q3 		$3K Buy
39
+32
+457% +$2.19K ﹤0.01% 997
2022
Q2 		$0 Buy
+7
New +$583 ﹤0.01% 1847
2021
Q4 		$1K Hold
6
– – ﹤0.01% 1661
2021
Q3 		$1K Buy
+6
New +$813 ﹤0.01% 1614

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return