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Blue Trust Inc’s abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD Stock Holding History

Blue Trust Inc’s Portfolio BCD Stock Details BCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-615
Closed -$22K – 2233
2022
Q3 		$22K Buy
+615
New +$22.4K ﹤0.01% 1054

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PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Blue Trust Inc's BCD Position: Q4 2022 in Review

Blue Trust Inc sold out of abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) in Q4 2022, closing a stake of 615 shares — an estimated $22K sold.

Blue Trust Inc first reported a position in BCD in Q3 2022 and held it in 1 quarter. The position peaked at $22K in Q3 2022. 59 funds tracked by Wall St. Rank hold BCD as of Q4 2022.

  • Blue Trust Inc reported no remaining abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position as of Q4 2022 after selling out during the quarter.
  • Blue Trust Inc sold 615 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF shares in Q4 2022, an estimated $22K.
  • Blue Trust Inc first reported a position in abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF in Q3 2022 and held it in 1 quarter.
  • Blue Trust Inc's abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF position peaked at $22K in Q3 2022.
  • 59 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF as of Q4 2022.

Based on Blue Trust Inc's 13F filing for Q4 2022, filed 17 Jan 2023.