Blue Bell Private Wealth Management’s International Money Express IMXI Stock Holding History

Blue Bell Private Wealth Management’s Portfolio IMXI Stock Details IMXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-50	Closed	-$1.04K	–	702
2024 Q2	$1.04K	Hold	50	–	–	﹤0.01%	660
2024 Q1	$1.14K	Hold	50	–	–	﹤0.01%	670
2023 Q4	$1.1K	Sell	50 -50	-50%	-$959	﹤0.01%	669
2023 Q3	$1.69K	Sell	100 -50	-33%	-$1.01K	﹤0.01%	586
2023 Q2	$3.68K	Sell	150 -50	-25%	-$1.23K	﹤0.01%	533
2023 Q1	$5.16K	Hold	200	–	–	﹤0.01%	459
2022 Q4	$4.87K	Hold	200	–	–	﹤0.01%	468
2022 Q3	$5K	Buy	200 +75	+60%	+$1.76K	﹤0.01%	468
2022 Q2	$3K	Hold	125	–	–	﹤0.01%	591
2022 Q1	$3K	Buy	125 +25	+25%	+$430	﹤0.01%	627
2021 Q4	$2K	Buy	+100	New	+$1.62K	﹤0.01%	682

Other funds holding IMXI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

IMA

Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Blue Bell Private Wealth Management's IMXI Position: Q3 2024 in Review

Blue Bell Private Wealth Management sold out of International Money Express (IMXI) in Q3 2024, closing a stake of 50 shares — an estimated $1.04K sold.

Blue Bell Private Wealth Management first reported a position in IMXI in Q4 2021 and held it in 11 quarters. The position peaked at $5.16K in Q1 2023. 166 funds tracked by Wall St. Rank hold IMXI as of Q3 2024.

Blue Bell Private Wealth Management reported no remaining International Money Express position as of Q3 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 50 International Money Express shares in Q3 2024, an estimated $1.04K.
Blue Bell Private Wealth Management first reported a position in International Money Express in Q4 2021 and held it in 11 quarters.
Blue Bell Private Wealth Management's International Money Express position peaked at $5.16K in Q1 2023.
166 funds tracked by Wall St. Rank held International Money Express as of Q3 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.