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Blue Trust Inc’s Latham Group SWIM Stock Holding History

Blue Trust Inc’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-290
Closed -$879 – 2940
2024
Q3 		$879 Hold
290
– – ﹤0.01% 2719
2024
Q2 		$1.15K Buy
+290
New +$1.01K ﹤0.01% 2532
2024
Q1 		– Sell
-93
Closed – – 2676
2023
Q4 		$0 Buy
+93
New +$230 ﹤0.01% 2692
2023
Q2 		– Sell
-153
Closed – – 2511
2023
Q1 		$0 Buy
153
+58
+61% +$204 ﹤0.01% 2623
2022
Q4 		$0 Buy
95
+58
+157% +$209 ﹤0.01% 2465
2022
Q3 		$0 Buy
+37
New +$211 ﹤0.01% 2321

Other funds holding SWIM

PCM
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WCPI
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VC
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KeyBank National Association
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return