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Bell Investment Advisors’s W&T Offshore WTI Stock Holding History

Bell Investment Advisors’s Portfolio WTI Stock Details WTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-225
Closed -$484 – 1958
2024
Q3 		$484 Buy
+225
New +$500 ﹤0.01% 1788
2024
Q2 		– Sell
-157
Closed -$417 – 1981
2024
Q1 		$417 Buy
+157
New +$449 ﹤0.01% 1865

Other funds holding WTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Bell Investment Advisors's WTI Position: Q4 2024 in Review

Bell Investment Advisors sold out of W&T Offshore (WTI) in Q4 2024, closing a stake of 225 shares — an estimated $484 sold.

Bell Investment Advisors first reported a position in WTI in Q1 2024 and held it in 2 quarters. The position peaked at $484 in Q3 2024. 127 funds tracked by Wall St. Rank hold WTI as of Q4 2024.

  • Bell Investment Advisors reported no remaining W&T Offshore position as of Q4 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 225 W&T Offshore shares in Q4 2024, an estimated $484.
  • Bell Investment Advisors first reported a position in W&T Offshore in Q1 2024 and held it in 2 quarters.
  • Bell Investment Advisors's W&T Offshore position peaked at $484 in Q3 2024.
  • 127 funds tracked by Wall St. Rank held W&T Offshore as of Q4 2024.

Based on Bell Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.