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Bell Investment Advisors’s Warby Parker WRBY Stock Holding History

Bell Investment Advisors’s Portfolio WRBY Stock Details WRBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-51
Closed -$695 – 1980
2024
Q1 		$695 Hold
51
– – ﹤0.01% 1709
2023
Q4 		$720 Hold
51
– – ﹤0.01% 1688
2023
Q3 		$672 Hold
51
– – ﹤0.01% 1679
2023
Q2 		$597 Buy
+51
New +$581 ﹤0.01% 1757
2023
Q1 		– Sell
-66
Closed -$890 – 1988
2022
Q4 		$890 Buy
+66
New +$1.01K ﹤0.01% 1628

Other funds holding WRBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Bell Investment Advisors sold out of Warby Parker (WRBY) in Q2 2024, closing a stake of 51 shares — an estimated $695 sold.

Bell Investment Advisors first reported a position in WRBY in Q4 2022 and held it in 5 quarters. The position peaked at $890 in Q4 2022. 187 funds tracked by Wall St. Rank hold WRBY as of Q2 2024.

  • Bell Investment Advisors reported no remaining Warby Parker position as of Q2 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 51 Warby Parker shares in Q2 2024, an estimated $695.
  • Bell Investment Advisors first reported a position in Warby Parker in Q4 2022 and held it in 5 quarters.
  • Bell Investment Advisors's Warby Parker position peaked at $890 in Q4 2022.
  • 187 funds tracked by Wall St. Rank held Warby Parker as of Q2 2024.

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