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Blue Trust Inc’s Capitol Federal Financial CFFN Stock Holding History

Blue Trust Inc’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-623
Closed -$3.42K – 2525
2024
Q3 		$3.42K Buy
+623
New +$3.67K ﹤0.01% 2478
2022
Q3 		– Sell
-197
Closed -$2K – 2112
2022
Q2 		$2K Buy
+197
New +$1.95K ﹤0.01% 1634

Other funds holding CFFN

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Trust Inc's CFFN Position: Q4 2024 in Review

Blue Trust Inc sold out of Capitol Federal Financial (CFFN) in Q4 2024, closing a stake of 623 shares — an estimated $3.42K sold.

Blue Trust Inc first reported a position in CFFN in Q2 2022 and held it in 2 quarters. The position peaked at $3.42K in Q3 2024. 229 funds tracked by Wall St. Rank hold CFFN as of Q4 2024.

  • Blue Trust Inc reported no remaining Capitol Federal Financial position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 623 Capitol Federal Financial shares in Q4 2024, an estimated $3.42K.
  • Blue Trust Inc first reported a position in Capitol Federal Financial in Q2 2022 and held it in 2 quarters.
  • Blue Trust Inc's Capitol Federal Financial position peaked at $3.42K in Q3 2024.
  • 229 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.