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Householder Group Estate & Retirement Specialist’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-9,303
Closed -$89.1K – 1131
2023
Q3 		$89.1K Buy
+9,303
New +$92.1K 0.03% 341

Other funds holding BBLU

RJFSA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BBLU Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of EA Bridgeway Blue Chip ETF (BBLU) in Q4 2023, closing a stake of 9,303 shares — an estimated $89.1K sold.

Householder Group Estate & Retirement Specialist first reported a position in BBLU in Q3 2023 and held it in 1 quarter. The position peaked at $89.1K in Q3 2023. 35 funds tracked by Wall St. Rank hold BBLU as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining EA Bridgeway Blue Chip ETF position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 9,303 EA Bridgeway Blue Chip ETF shares in Q4 2023, an estimated $89.1K.
  • Householder Group Estate & Retirement Specialist first reported a position in EA Bridgeway Blue Chip ETF in Q3 2023 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's EA Bridgeway Blue Chip ETF position peaked at $89.1K in Q3 2023.
  • 35 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.