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Blue Trust Inc’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Blue Trust Inc’s Portfolio CLIP Stock Details CLIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-248
Closed -$6.23K – 2914
2024
Q2 		$6.23K Buy
248
+186
+300% +$18.7K ﹤0.01% 2114
2024
Q1 		$6.23K Buy
+62
New +$6.22K ﹤0.01% 1577

Other funds holding CLIP

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SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
AW
Alaethes Wealth Glenbrook, Nevada $351M AUM 22.79% 1-Year Est. Return

Blue Trust Inc's CLIP Position: Q3 2024 in Review

Blue Trust Inc sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q3 2024, closing a stake of 248 shares — an estimated $6.23K sold.

Blue Trust Inc first reported a position in CLIP in Q1 2024 and held it in 2 quarters. The position peaked at $6.23K in Q2 2024. 84 funds tracked by Wall St. Rank hold CLIP as of Q3 2024.

  • Blue Trust Inc reported no remaining Global X 1-3 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
  • Blue Trust Inc sold 248 Global X 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $6.23K.
  • Blue Trust Inc first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2024 and held it in 2 quarters.
  • Blue Trust Inc's Global X 1-3 Month T-Bill ETF position peaked at $6.23K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q3 2024.

Based on Blue Trust Inc's 13F filing for Q3 2024, filed 17 Oct 2024.