Blue Trust Inc’s Serve Robotics SERV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,000	Closed	-$27K	–	2571
2024 Q4	$27K	Buy	+2,000	New	+$21K	﹤0.01%	1522

Other funds holding SERV

Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blue Trust Inc's SERV Position: Q1 2025 in Review

Blue Trust Inc sold out of Serve Robotics (SERV) in Q1 2025, closing a stake of 2,000 shares — an estimated $27K sold.

Blue Trust Inc first reported a position in SERV in Q4 2024 and held it in 1 quarter. The position peaked at $27K in Q4 2024. 119 funds tracked by Wall St. Rank hold SERV as of Q1 2025.

Blue Trust Inc reported no remaining Serve Robotics position as of Q1 2025 after selling out during the quarter.
Blue Trust Inc sold 2,000 Serve Robotics shares in Q1 2025, an estimated $27K.
Blue Trust Inc first reported a position in Serve Robotics in Q4 2024 and held it in 1 quarter.
Blue Trust Inc's Serve Robotics position peaked at $27K in Q4 2024.
119 funds tracked by Wall St. Rank held Serve Robotics as of Q1 2025.

Based on Blue Trust Inc's 13F filing for Q1 2025, filed 21 Apr 2025.