Blue Trust Inc’s Weibo WB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$158	Buy	18 +5	+38%	+$50	﹤0.01%	2427
2025 Q4	$133	Sell	13 -912	-99%	-$9.79K	﹤0.01%	2489
2025 Q3	$11.5K	Sell	925 -709	-43%	-$7.76K	﹤0.01%	1834
2025 Q2	$15.6K	Buy	+1,634	New	+$14.4K	﹤0.01%	1759
2024 Q4	–	Sell	-1,058	Closed	-$8.13K	–	3004
2024 Q3	$8.13K	Buy	1,058 +952	+898%	+$7.49K	﹤0.01%	2263
2024 Q2	$964	Buy	+106	New	+$923	﹤0.01%	2550
2024 Q1	–	Sell	-375	Closed	-$5K	–	2728
2023 Q4	$5K	Sell	375 -705	-65%	-$8.01K	﹤0.01%	1873
2023 Q3	$14K	Buy	1,080 +756	+233%	+$10.1K	﹤0.01%	1307
2023 Q2	$6K	Sell	324 -1,694	-84%	-$26.9K	﹤0.01%	1498
2023 Q1	$39K	Buy	2,018 +1,709	+553%	+$35K	﹤0.01%	1127
2022 Q4	$5K	Buy	+309	New	+$4.66K	﹤0.01%	1761

Other funds holding WB

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return