Blue Trust Inc’s United States Copper Index Fund CPER Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,440	Closed	-$32K	–	2267
2022 Q3	$32K	Hold	1,440	–	–	﹤0.01%	909
2022 Q2	$41K	Buy	+1,440	New	+$37.8K	﹤0.01%	745

Other funds holding CPER

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KIA

Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

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

Blue Trust Inc sold out of United States Copper Index Fund (CPER) in Q4 2022, closing a stake of 1,440 shares — an estimated $32K sold.

Blue Trust Inc first reported a position in CPER in Q2 2022 and held it in 2 quarters. The position peaked at $41K in Q2 2022. 53 funds tracked by Wall St. Rank hold CPER as of Q4 2022.

Blue Trust Inc reported no remaining United States Copper Index Fund position as of Q4 2022 after selling out during the quarter.
Blue Trust Inc sold 1,440 United States Copper Index Fund shares in Q4 2022, an estimated $32K.
Blue Trust Inc first reported a position in United States Copper Index Fund in Q2 2022 and held it in 2 quarters.
Blue Trust Inc's United States Copper Index Fund position peaked at $41K in Q2 2022.
53 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q4 2022.

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