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Bell Investment Advisors’s Weis Markets WMK Stock Holding History

Bell Investment Advisors’s Portfolio WMK Stock Details WMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8
Closed -$516 – 1979
2024
Q1 		$516 Hold
8
– – ﹤0.01% 1812
2023
Q4 		$512 Buy
+8
New +$509 ﹤0.01% 1828
2023
Q2 		– Sell
-85
Closed -$7.2K – 1999
2023
Q1 		$7.2K Buy
85
+14
+20% +$1.17K ﹤0.01% 608
2022
Q4 		$5.84K Buy
71
+42
+145% +$3.54K ﹤0.01% 725
2022
Q3 		$2K Buy
29
+15
+107% +$1.17K ﹤0.01% 1251
2022
Q2 		$1K Buy
+14
New +$1.08K ﹤0.01% 1658

Other funds holding WMK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bell Investment Advisors's WMK Position: Q2 2024 in Review

Bell Investment Advisors sold out of Weis Markets (WMK) in Q2 2024, closing a stake of 8 shares — an estimated $516 sold.

Bell Investment Advisors first reported a position in WMK in Q2 2022 and held it in 6 quarters. The position peaked at $7.2K in Q1 2023. 161 funds tracked by Wall St. Rank hold WMK as of Q2 2024.

  • Bell Investment Advisors reported no remaining Weis Markets position as of Q2 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 8 Weis Markets shares in Q2 2024, an estimated $516.
  • Bell Investment Advisors first reported a position in Weis Markets in Q2 2022 and held it in 6 quarters.
  • Bell Investment Advisors's Weis Markets position peaked at $7.2K in Q1 2023.
  • 161 funds tracked by Wall St. Rank held Weis Markets as of Q2 2024.

Based on Bell Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.