Blue Bell Private Wealth Management, LLC Closed Holding Positions

Blue Bell Private Wealth Management, LLC

  • $499 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Bryn Mawr Bk Corp Com
Q1 2022 Filed on Apr 21, 2022
3,355
N/A
DXCM
Dexcom Inc

Healthcare
Q1 2022 Filed on Apr 21, 2022
4
$94.08 - $130.2 $376 - $521
Bridgetown 2 Holdings LTD Cl A
Q1 2022 Filed on Apr 21, 2022
400
N/A
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q1 2022 Filed on Apr 21, 2022
2,150
$44.26 - $59.33 $95.2K - $128K
Ishares Russell 2000 ETF
Q1 2022 Filed on Apr 21, 2022
1
N/A
TASK
Task Us, Inc.

Technology
Q1 2022 Filed on Apr 21, 2022
35
$26.75 - $54.42 $936 - $1.9K
TALO
Talos Energy Inc.

Energy
Q1 2022 Filed on Apr 21, 2022
100
$9.78 - $18.58 $978 - $1.86K
Supernova Partners Acquistn Ii Shs Cl A
Q1 2022 Filed on Apr 21, 2022
300
N/A
SPSC
Sps Commerce Inc

Technology
Q1 2022 Filed on Apr 21, 2022
83
$113.37 - $138.42 $9.41K - $11.5K
Sports Entertainment Acqu Corp Com Cl A
Q1 2022 Filed on Apr 21, 2022
600
N/A
Special Opportunities Fd Inc Rt
Q1 2022 Filed on Apr 21, 2022
53,542
N/A
Spartan Acquisition Corp Iii Unit
Q1 2022 Filed on Apr 21, 2022
500
N/A
SNAP
Snap Inc

Communication Services
Q1 2022 Filed on Apr 21, 2022
75
$24.5 - $46.59 $1.84K - $3.49K
UI
Ubiquiti Inc.

Technology
Q1 2022 Filed on Apr 21, 2022
5
$234.07 - $303.98 $1.17K - $1.52K
QLYS
Qualys, Inc.

Technology
Q1 2022 Filed on Apr 21, 2022
90
$111.19 - $143.93 $10K - $13K
Financial Select Sector Spdr Fund
Q1 2022 Filed on Apr 21, 2022
20
N/A
Spdr S&P 500 ETF
Q1 2022 Filed on Apr 21, 2022
67
N/A
ZM
Zoom Video Communications, Inc.

Technology
Q1 2022 Filed on Apr 21, 2022
10
$94.64 - $184.26 $946 - $1.84K
Xilinx Inc Com
Q1 2022 Filed on Apr 21, 2022
104
N/A
VEEV
Veeva Systems Inc

Healthcare
Q1 2022 Filed on Apr 21, 2022
15
$170.79 - $256.31 $2.56K - $3.84K
UPHWS
Uphealth Inc Wt Exp 06/08/26 (
Q1 2022 Filed on Apr 21, 2022
1,220
N/A
UCBI
United Community Banks Inc

Financial Services
Q1 2022 Filed on Apr 21, 2022
60
$34.8 - $39.09 $2.09K - $2.35K
SPNS
Sapiens International Corp N V

Technology
Q1 2022 Filed on Apr 21, 2022
150
$24.71 - $35.06 $3.71K - $5.26K
Royal Dutch Shell PLC Spon Adr B
Q1 2022 Filed on Apr 21, 2022
200
N/A
CAF
Morgan Stanley China A Share Fund, Inc.

Financial Services
Q1 2022 Filed on Apr 21, 2022
300
$15.45 - $20.71 $4.64K - $6.21K
ITB
Ishares Tr

ETFs
Q1 2022 Filed on Apr 21, 2022
100
$59.26 - $81.62 $5.93K - $8.16K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
Q1 2022 Filed on Apr 21, 2022
60
$41.19 - $56.08 $2.47K - $3.36K
IDAT
Ishares Tr
Q1 2022 Filed on Apr 21, 2022
25
N/A
Invesco Dwa Consumer Cyclicals Momentum ETF
Q1 2022 Filed on Apr 21, 2022
50
N/A
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
Q1 2022 Filed on Apr 21, 2022
75
$35.7 - $45.54 $2.68K - $3.42K
IMMR
Immersion Corp

Technology
Q1 2022 Filed on Apr 21, 2022
200
$4.69 - $5.87 $938 - $1.17K
IAA
Iaa, Inc.

Industrials
Q1 2022 Filed on Apr 21, 2022
207
$32.28 - $50.53 $6.68K - $10.5K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
Q1 2022 Filed on Apr 21, 2022
1,291
$31.87 - $38.01 $41.1K - $49.1K
KMB
Kimberly Clark Corp

Consumer Defensive
Q1 2022 Filed on Apr 21, 2022
150
$117.53 - $144.59 $17.6K - $21.7K
LEA
Lear Corp

Consumer Cyclical
Q1 2022 Filed on Apr 21, 2022
20
$129.13 - $192.81 $2.58K - $3.86K
MDC
M.D.C. Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 21, 2022
70
$37.84 - $55.4 $2.65K - $3.88K
RIOT
Riot Blockchain, Inc.

Technology
Q1 2022 Filed on Apr 21, 2022
200
$13.45 - $24.38 $2.69K - $4.88K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 21, 2022
100
$20.2 - $38.77 $2.02K - $3.88K
RKT
Rocket Companies, Inc.

Financial Services
Q1 2022 Filed on Apr 21, 2022
370
$10.25 - $14.98 $3.79K - $5.54K
NVCR
Novo Cure LTD

Healthcare
Q1 2022 Filed on Apr 21, 2022
11
$60.15 - $84.52 $662 - $930
MGI
Moneygram International Inc

Financial Services
Q1 2022 Filed on Apr 21, 2022
450
$7.5 - $10.85 $3.38K - $4.88K
CHN
China Fund Inc

Financial Services
Q1 2022 Filed on Apr 21, 2022
80
$12.48 - $18.89 $998 - $1.51K
ROL
Rollins Inc

Consumer Cyclical
Q1 2022 Filed on Apr 21, 2022
52
$28.97 - $35.44 $1.51K - $1.84K
MAT
Mattel Inc

Consumer Cyclical
Q1 2022 Filed on Apr 21, 2022
100
$19.61 - $25.58 $1.96K - $2.56K
SPYG
Spdr Portfolio

ETFs
Q4 2021 Filed on Jan 26, 2022
11,503
$63.39 - $73.48 $729K - $845K
Dividend & Income Fd Inc Com New
Q4 2021 Filed on Jan 26, 2022
414,208
N/A
Micron Technology Inc 211015 P00075000
Q4 2021 Filed on Jan 26, 2022
1
N/A
Invesco Qqq Tr 211015 P00380000
Q4 2021 Filed on Jan 26, 2022
2
N/A
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
Q4 2021 Filed on Jan 26, 2022
900
$15.94 - $16.82 $14.3K - $15.1K
Track This Portfolio

Track Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email