Bell Investment Advisors’s Block Inc XYZ Stock Holding History

Bell Investment Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.12K	Sell	85 -10	-11%	-$608	﹤0.01%	949
2025 Q4	$6.18K	Sell	95 -1	-1%	-$69	﹤0.01%	895
2025 Q3	$6.94K	Sell	96 -23	-19%	-$1.72K	﹤0.01%	776
2025 Q2	$8.08K	Buy	119 +19	+19%	+$1.1K	﹤0.01%	764
2025 Q1	$5.43K	Buy	100 +17	+20%	+$1.27K	﹤0.01%	872
2024 Q4	$7.05K	Buy	83 +9	+12%	+$738	﹤0.01%	754
2024 Q3	$4.97K	Sell	74 -25	-25%	-$1.61K	﹤0.01%	933
2024 Q2	$6.38K	Buy	99 +7	+8%	+$490	﹤0.01%	808
2024 Q1	$7.78K	Buy	92 +8	+10%	+$579	﹤0.01%	697
2023 Q4	$6.5K	Sell	84 -82	-49%	-$4.64K	﹤0.01%	739
2023 Q3	$7.35K	Sell	166 -67	-29%	-$4.15K	﹤0.01%	622
2023 Q2	$15.5K	Sell	233 -106	-31%	-$6.62K	﹤0.01%	365
2023 Q1	$23.3K	Sell	339 -51	-13%	-$3.82K	0.01%	275
2022 Q4	$24.5K	Buy	390 +52	+15%	+$3.21K	0.01%	267
2022 Q3	$19K	Buy	338 +141	+72%	+$9.98K	0.01%	272
2022 Q2	$12K	Buy	+197	New	+$18K	﹤0.01%	387
2021 Q4	$15K	Sell	91 -33	-27%	-$7.15K	﹤0.01%	382
2021 Q3	$30K	Buy	+124	New	+$31.9K	0.01%	215

Other funds holding XYZ

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return