PCWA
BMBL icon

Pacific Capital Wealth Advisors’s Bumble BMBL Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio BMBL Stock Details BMBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5
Closed -$53 – 509
2024
Q2 		$53 Hold
5
– – ﹤0.01% 517
2024
Q1 		$57 Hold
5
– – ﹤0.01% 512
2023
Q4 		$74 Buy
+5
New +$71 ﹤0.01% 338

Other funds holding BMBL

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AGFVA
Accel Growth Fund V Associates Palo Alto, California $81.7M AUM 29.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacific Capital Wealth Advisors's BMBL Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Bumble (BMBL) in Q3 2024, closing a stake of 5 shares — an estimated $53 sold.

Pacific Capital Wealth Advisors first reported a position in BMBL in Q4 2023 and held it in 3 quarters. The position peaked at $74 in Q4 2023. 194 funds tracked by Wall St. Rank hold BMBL as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Bumble position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 5 Bumble shares in Q3 2024, an estimated $53.
  • Pacific Capital Wealth Advisors first reported a position in Bumble in Q4 2023 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Bumble position peaked at $74 in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Bumble as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.