FUBT
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First United Bank & Trust’s Solventum SOLV Stock Holding History

First United Bank & Trust’s Portfolio SOLV Stock Details SOLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20
Closed -$1.39K – 392
2024
Q3 		$1.39K Sell
20
-56
-74% -$3.37K ﹤0.01% 370
2024
Q2 		$4.02K Buy
+76
New +$4.61K ﹤0.01% 369

Other funds holding SOLV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

First United Bank & Trust's SOLV Position: Q4 2024 in Review

First United Bank & Trust sold out of Solventum (SOLV) in Q4 2024, closing a stake of 20 shares — an estimated $1.39K sold.

First United Bank & Trust first reported a position in SOLV in Q2 2024 and held it in 2 quarters. The position peaked at $4.02K in Q2 2024. 940 funds tracked by Wall St. Rank hold SOLV as of Q4 2024.

  • First United Bank & Trust reported no remaining Solventum position as of Q4 2024 after selling out during the quarter.
  • First United Bank & Trust sold 20 Solventum shares in Q4 2024, an estimated $1.39K.
  • First United Bank & Trust first reported a position in Solventum in Q2 2024 and held it in 2 quarters.
  • First United Bank & Trust's Solventum position peaked at $4.02K in Q2 2024.
  • 940 funds tracked by Wall St. Rank held Solventum as of Q4 2024.

Based on First United Bank & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.