Blue Trust Inc’s ExcelFin Acquisition Corp Unit XFINU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,926	Closed	-$51K	–	2340
2023 Q2	$51K	Hold	4,926	–	–	﹤0.01%	690
2023 Q1	$50K	Hold	4,926	–	–	﹤0.01%	1040
2022 Q4	$49K	Hold	4,926	–	–	﹤0.01%	929
2022 Q3	$49K	Hold	4,926	–	–	﹤0.01%	763
2022 Q2	$49K	Buy	+4,926	New	+$49.3K	﹤0.01%	691

Other funds holding XFINU

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

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

Blue Trust Inc's XFINU Position: Q3 2023 in Review

Blue Trust Inc sold out of ExcelFin Acquisition Corp Unit (XFINU) in Q3 2023, closing a stake of 4,926 shares — an estimated $51K sold.

Blue Trust Inc first reported a position in XFINU in Q2 2022 and held it in 5 quarters. The position peaked at $51K in Q2 2023. 2 funds tracked by Wall St. Rank hold XFINU as of Q3 2023.

Blue Trust Inc reported no remaining ExcelFin Acquisition Corp Unit position as of Q3 2023 after selling out during the quarter.
Blue Trust Inc sold 4,926 ExcelFin Acquisition Corp Unit shares in Q3 2023, an estimated $51K.
Blue Trust Inc first reported a position in ExcelFin Acquisition Corp Unit in Q2 2022 and held it in 5 quarters.
Blue Trust Inc's ExcelFin Acquisition Corp Unit position peaked at $51K in Q2 2023.
2 funds tracked by Wall St. Rank held ExcelFin Acquisition Corp Unit as of Q3 2023.

Based on Blue Trust Inc's 13F filing for Q3 2023, filed 11 Oct 2023.