BTI
LBTYK icon

Blue Trust Inc’s Liberty Global Class C LBTYK Stock Holding History

Blue Trust Inc’s Portfolio LBTYK Stock Details LBTYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-290
Closed -$5.18K – 2732
2024
Q3 		$5.18K Buy
290
+241
+492% +$4.76K ﹤0.01% 2391
2024
Q2 		$864 Buy
+49
New +$853 ﹤0.01% 2560
2024
Q1 		– Sell
-66
Closed -$1K – 2485
2023
Q4 		$1K Buy
+66
New +$1.14K ﹤0.01% 2352
2023
Q2 		– Sell
-147
Closed -$3K – 2303
2023
Q1 		$3K Sell
147
-165
-53% -$3.48K ﹤0.01% 1928
2022
Q4 		$5K Buy
312
+300
+2,500% +$5.67K ﹤0.01% 1727
2022
Q3 		$0 Sell
12
-35
-74% -$742 ﹤0.01% 2218
2022
Q2 		$1K Buy
+47
New +$1.15K ﹤0.01% 1796

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AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return