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Blue Trust Inc’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Blue Trust Inc’s Portfolio CUT Stock Details CUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-166
Closed -$5K – 2293
2023
Q4 		$5K Buy
+166
New +$5.06K ﹤0.01% 1825

Other funds holding CUT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CPA
Cardiff Park Advisors Carlsbad, California $1.25B AUM 24.12% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

Blue Trust Inc's CUT Position: Q1 2024 in Review

Blue Trust Inc sold out of Invesco MSCI Global Timber ETF (CUT) in Q1 2024, closing a stake of 166 shares — an estimated $5K sold.

Blue Trust Inc first reported a position in CUT in Q4 2023 and held it in 1 quarter. The position peaked at $5K in Q4 2023. 36 funds tracked by Wall St. Rank hold CUT as of Q1 2024.

  • Blue Trust Inc reported no remaining Invesco MSCI Global Timber ETF position as of Q1 2024 after selling out during the quarter.
  • Blue Trust Inc sold 166 Invesco MSCI Global Timber ETF shares in Q1 2024, an estimated $5K.
  • Blue Trust Inc first reported a position in Invesco MSCI Global Timber ETF in Q4 2023 and held it in 1 quarter.
  • Blue Trust Inc's Invesco MSCI Global Timber ETF position peaked at $5K in Q4 2023.
  • 36 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.