Altus Wealth Management’s Community Trust Bancorp CTBI Stock Holding History

Altus Wealth Management’s Portfolio CTBI Stock Details CTBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,440	Closed	-$469K	–	42
2024 Q3	$469K	Hold	9,440	–	–	0.22%	26
2024 Q2	$412K	Hold	9,440	–	–	0.2%	28
2024 Q1	$403K	Hold	9,440	–	–	0.21%	27
2023 Q4	$414K	Hold	9,440	–	–	0.25%	27
2023 Q3	$323K	Hold	9,440	–	–	0.22%	27
2023 Q2	$336K	Hold	9,440	–	–	0.27%	19
2023 Q1	$358K	Hold	9,440	–	–	0.3%	18
2022 Q4	$434K	Hold	9,440	–	–	0.38%	14
2022 Q3	$383K	Hold	9,440	–	–	0.33%	21
2022 Q2	$382K	Hold	9,440	–	–	0.3%	24
2022 Q1	$389K	Hold	9,440	–	–	0.27%	24
2021 Q4	$412K	Hold	9,440	–	–	0.25%	26
2021 Q3	$397K	Hold	9,440	–	–	0.25%	23
2021 Q2	$381K	Hold	9,440	–	–	0.25%	24
2021 Q1	$416K	Hold	9,440	–	–	0.3%	21
2020 Q4	$350K	Hold	9,440	–	–	0.27%	20
2020 Q3	$267K	Hold	9,440	–	–	0.25%	25
2020 Q2	$309K	Hold	9,440	–	–	0.34%	16
2020 Q1	$300K	Hold	9,440	–	–	0.43%	17
2019 Q4	$440K	Buy	+9,440	New	+$418K	0.43%	19

Other funds holding CTBI

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CCP

Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return

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

Altus Wealth Management's CTBI Position: Q4 2024 in Review

Altus Wealth Management sold out of Community Trust Bancorp (CTBI) in Q4 2024, closing a stake of 9,440 shares — an estimated $469K sold.

Altus Wealth Management first reported a position in CTBI in Q4 2019 and held it in 20 quarters. The position peaked at $469K in Q3 2024. 181 funds tracked by Wall St. Rank hold CTBI as of Q4 2024.

Altus Wealth Management reported no remaining Community Trust Bancorp position as of Q4 2024 after selling out during the quarter.
Altus Wealth Management sold 9,440 Community Trust Bancorp shares in Q4 2024, an estimated $469K.
Altus Wealth Management first reported a position in Community Trust Bancorp in Q4 2019 and held it in 20 quarters.
Altus Wealth Management's Community Trust Bancorp position peaked at $469K in Q3 2024.
181 funds tracked by Wall St. Rank held Community Trust Bancorp as of Q4 2024.

Based on Altus Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.