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Revisor Wealth Management’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History

Revisor Wealth Management’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
-16,899
Closed -$162K – 134
2023
Q3 		$162K Sell
16,899
-3,099
-15% -$30.7K 0.14% 152
2023
Q2 		$197K Buy
+19,998
New +$184K 0.18% 156

Other funds holding BBLU

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 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

Revisor Wealth Management's BBLU Position: Q4 2023 in Review

Revisor Wealth Management sold out of EA Bridgeway Blue Chip ETF (BBLU) in Q4 2023, closing a stake of 16,899 shares — an estimated $162K sold.

Revisor Wealth Management first reported a position in BBLU in Q2 2023 and held it in 2 quarters. The position peaked at $197K in Q2 2023. 35 funds tracked by Wall St. Rank hold BBLU as of Q4 2023.

  • Revisor Wealth Management reported no remaining EA Bridgeway Blue Chip ETF position as of Q4 2023 after selling out during the quarter.
  • Revisor Wealth Management sold 16,899 EA Bridgeway Blue Chip ETF shares in Q4 2023, an estimated $162K.
  • Revisor Wealth Management first reported a position in EA Bridgeway Blue Chip ETF in Q2 2023 and held it in 2 quarters.
  • Revisor Wealth Management's EA Bridgeway Blue Chip ETF position peaked at $197K in Q2 2023.
  • 35 funds tracked by Wall St. Rank held EA Bridgeway Blue Chip ETF as of Q4 2023.

Based on Revisor Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.