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Blue Trust Inc’s MVB Financial MVBF Stock Holding History

Blue Trust Inc’s Portfolio MVBF Stock Details MVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-122
Closed -$2.27K – 2781
2024
Q3 		$2.27K Buy
+122
New +$2.53K ﹤0.01% 2555
2023
Q2 		– Sell
-110
Closed -$2K – 2349
2023
Q1 		$2K Buy
+110
New +$2.55K ﹤0.01% 2021

Other funds holding MVBF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Blue Trust Inc sold out of MVB Financial (MVBF) in Q4 2024, closing a stake of 122 shares — an estimated $2.27K sold.

Blue Trust Inc first reported a position in MVBF in Q1 2023 and held it in 2 quarters. The position peaked at $2.27K in Q3 2024. 88 funds tracked by Wall St. Rank hold MVBF as of Q4 2024.

  • Blue Trust Inc reported no remaining MVB Financial position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 122 MVB Financial shares in Q4 2024, an estimated $2.27K.
  • Blue Trust Inc first reported a position in MVB Financial in Q1 2023 and held it in 2 quarters.
  • Blue Trust Inc's MVB Financial position peaked at $2.27K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held MVB Financial as of Q4 2024.

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