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Blue Trust Inc’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Blue Trust Inc’s Portfolio NULG Stock Details NULG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-71
Closed -$4K – 2246
2022
Q2 		$4K Buy
+71
New +$3.74K ﹤0.01% 1513

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LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blue Trust Inc's NULG Position: Q3 2022 in Review

Blue Trust Inc sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q3 2022, closing a stake of 71 shares — an estimated $4K sold.

Blue Trust Inc first reported a position in NULG in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 127 funds tracked by Wall St. Rank hold NULG as of Q3 2022.

  • Blue Trust Inc reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Blue Trust Inc sold 71 Nuveen ESG Large-Cap Growth ETF shares in Q3 2022, an estimated $4K.
  • Blue Trust Inc first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2022 and held it in 1 quarter.
  • Blue Trust Inc's Nuveen ESG Large-Cap Growth ETF position peaked at $4K in Q2 2022.
  • 127 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2022.

Based on Blue Trust Inc's 13F filing for Q3 2022, filed 21 Oct 2022.