OWA
BELFB

One Wealth Advisors’s Bel Fuse Inc Class B BELFB Stock Holding History

One Wealth Advisors’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,894
Closed -$227K – 255
2024
Q3 		$227K Buy
+2,894
New +$197K 0.03% 238

Other funds holding BELFB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

One Wealth Advisors's BELFB Position: Q4 2024 in Review

One Wealth Advisors sold out of Bel Fuse Inc Class B (BELFB) in Q4 2024, closing a stake of 2,894 shares — an estimated $227K sold.

One Wealth Advisors first reported a position in BELFB in Q3 2024 and held it in 1 quarter. The position peaked at $227K in Q3 2024. 168 funds tracked by Wall St. Rank hold BELFB as of Q4 2024.

  • One Wealth Advisors reported no remaining Bel Fuse Inc Class B position as of Q4 2024 after selling out during the quarter.
  • One Wealth Advisors sold 2,894 Bel Fuse Inc Class B shares in Q4 2024, an estimated $227K.
  • One Wealth Advisors first reported a position in Bel Fuse Inc Class B in Q3 2024 and held it in 1 quarter.
  • One Wealth Advisors's Bel Fuse Inc Class B position peaked at $227K in Q3 2024.
  • 168 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q4 2024.

Based on One Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.