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Blue Bell Private Wealth Management’s Avis CAR Stock Holding History

Blue Bell Private Wealth Management’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11
Closed -$1.8K – 668
2022
Q4 		$1.8K Hold
11
– – ﹤0.01% 574
2022
Q3 		$2K Hold
11
– – ﹤0.01% 588
2022
Q2 		$2K Buy
11
+2
+22% +$439 ﹤0.01% 629
2022
Q1 		$2K Hold
9
– – ﹤0.01% 673
2021
Q4 		$2K Buy
+9
New +$2K ﹤0.01% 660

Other funds holding CAR

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Bell Private Wealth Management's CAR Position: Q1 2023 in Review

Blue Bell Private Wealth Management sold out of Avis (CAR) in Q1 2023, closing a stake of 11 shares — an estimated $1.8K sold.

Blue Bell Private Wealth Management first reported a position in CAR in Q4 2021 and held it in 5 quarters. The position peaked at $2K in Q3 2022. 296 funds tracked by Wall St. Rank hold CAR as of Q1 2023.

  • Blue Bell Private Wealth Management reported no remaining Avis position as of Q1 2023 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 11 Avis shares in Q1 2023, an estimated $1.8K.
  • Blue Bell Private Wealth Management first reported a position in Avis in Q4 2021 and held it in 5 quarters.
  • Blue Bell Private Wealth Management's Avis position peaked at $2K in Q3 2022.
  • 296 funds tracked by Wall St. Rank held Avis as of Q1 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.