JY
TBLU

Jeff Yass’s Tortoise Global Water ETF TBLU Stock Holding History

Jeff Yass’s Portfolio TBLU Stock Details TBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,990
Closed -$226K – 13247
2024
Q2 		$226K Buy
+4,990
New +$232K ﹤0.01% 10079
2020
Q4 		– Sell
-12,104
Closed -$423K – 11838
2020
Q3 		$423K Sell
12,104
-13,129
-52% -$441K ﹤0.01% 8020
2020
Q2 		$785K Buy
+25,233
New +$746K ﹤0.01% 6433

Other funds holding TBLU

WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $181M AUM 24.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Jeff Yass's TBLU Position: Q3 2024 in Review

Jeff Yass sold out of Tortoise Global Water ETF (TBLU) in Q3 2024, closing a stake of 4,990 shares — an estimated $226K sold.

Jeff Yass first reported a position in TBLU in Q2 2020 and held it in 3 quarters. The position peaked at $785K in Q2 2020. 34 funds tracked by Wall St. Rank hold TBLU as of Q3 2024.

  • Jeff Yass reported no remaining Tortoise Global Water ETF position as of Q3 2024 after selling out during the quarter.
  • Jeff Yass sold 4,990 Tortoise Global Water ETF shares in Q3 2024, an estimated $226K.
  • Jeff Yass first reported a position in Tortoise Global Water ETF in Q2 2020 and held it in 3 quarters.
  • Jeff Yass's Tortoise Global Water ETF position peaked at $785K in Q2 2020.
  • 34 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q3 2024.

Based on Susquehanna International Group's 13F filing for Q3 2024, filed 14 Nov 2024.