Bell Investment Advisors, Inc quarter change: Foreign Stocks, Sold out
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Bell Investment Advisors, Inc opened 6 positions, added to 53, reduced 41, sold out of 10 and left 46 unchanged. The largest increase in value was TSM (+$74,142); the largest decrease was SNY (-$17,164).
- ATHM: Country of operation —; Class SP ADS RP CL A; Shares 2026-03-31 536; Shares 2026-06-30 0.
- VIPS: Country of operation —; Class SPONSORED ADS A; Shares 2026-03-31 344; Shares 2026-06-30 0.
- MOMO: Country of operation —; Class ADS; Shares 2026-03-31 849; Shares 2026-06-30 0.
- SBSW: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 327; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1890149): 2026-03-31 (filed 2026-04-17) and 2026-06-30 (filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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