CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History

CAPTRUST Financial Advisors’s Portfolio BBLU Stock Details BBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,515,948
Closed -$12.2M – 2314
2022
Q4 		$12.2M Buy
+1,515,948
New +$16M 0.06% 252

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AT
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CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
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CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

CAPTRUST Financial Advisors's BBLU Position: Q1 2023 in Review

CAPTRUST Financial Advisors sold out of EA Bridgeway Blue Chip ETF (BBLU) in Q1 2023, closing a stake of 1,515,948 shares — an estimated $12.2M sold.

CAPTRUST Financial Advisors first reported a position in BBLU in Q4 2022 and held it in 1 quarter. The position peaked at $12.2M in Q4 2022. 34 funds tracked by Wall St. Rank hold BBLU as of Q1 2023.

  • CAPTRUST Financial Advisors reported no remaining EA Bridgeway Blue Chip ETF position as of Q1 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,515,948 EA Bridgeway Blue Chip ETF shares in Q1 2023, an estimated $12.2M.
  • CAPTRUST Financial Advisors first reported a position in EA Bridgeway Blue Chip ETF in Q4 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's EA Bridgeway Blue Chip ETF position peaked at $12.2M in Q4 2022.
  • 34 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q1 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.