Blue Trust Inc’s Clipper Realty CLPR Stock Holding History

Blue Trust Inc’s Portfolio CLPR Stock Details CLPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-374	Closed	-$1.35K	–	2536
2024 Q3	$1.35K	Buy	+374	New	+$1.67K	﹤0.01%	2658

Other funds holding CLPR

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

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

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

AFS

Amtrust Financial Services New York $300M AUM 12.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

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

Blue Trust Inc sold out of Clipper Realty (CLPR) in Q4 2024, closing a stake of 374 shares — an estimated $1.35K sold.

Blue Trust Inc first reported a position in CLPR in Q3 2024 and held it in 1 quarter. The position peaked at $1.35K in Q3 2024. 79 funds tracked by Wall St. Rank hold CLPR as of Q4 2024.

Blue Trust Inc reported no remaining Clipper Realty position as of Q4 2024 after selling out during the quarter.
Blue Trust Inc sold 374 Clipper Realty shares in Q4 2024, an estimated $1.35K.
Blue Trust Inc first reported a position in Clipper Realty in Q3 2024 and held it in 1 quarter.
Blue Trust Inc's Clipper Realty position peaked at $1.35K in Q3 2024.
79 funds tracked by Wall St. Rank held Clipper Realty as of Q4 2024.

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