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Bell Investment Advisors’s Xponential Fitness XPOF Stock Holding History

Bell Investment Advisors’s Portfolio XPOF Stock Details XPOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-24
Closed -$414 – 2002
2023
Q2 		$414 Hold
24
– – ﹤0.01% 1886
2023
Q1 		$730 Hold
24
– – ﹤0.01% 1665
2022
Q4 		$550 Buy
+24
New +$495 ﹤0.01% 1772

Other funds holding XPOF

DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Bell Investment Advisors's XPOF Position: Q3 2023 in Review

Bell Investment Advisors sold out of Xponential Fitness (XPOF) in Q3 2023, closing a stake of 24 shares — an estimated $414 sold.

Bell Investment Advisors first reported a position in XPOF in Q4 2022 and held it in 3 quarters. The position peaked at $730 in Q1 2023. 133 funds tracked by Wall St. Rank hold XPOF as of Q3 2023.

  • Bell Investment Advisors reported no remaining Xponential Fitness position as of Q3 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 24 Xponential Fitness shares in Q3 2023, an estimated $414.
  • Bell Investment Advisors first reported a position in Xponential Fitness in Q4 2022 and held it in 3 quarters.
  • Bell Investment Advisors's Xponential Fitness position peaked at $730 in Q1 2023.
  • 133 funds tracked by Wall St. Rank held Xponential Fitness as of Q3 2023.

Based on Bell Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.