WWM
TBLU

Western Wealth Management’s Tortoise Global Water ETF TBLU Stock Holding History

Western Wealth Management’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
2022
Q4 		– Sell
-6,295
Closed -$208K – 812
2022
Q3 		$208K Sell
6,295
-304
-5% -$11.3K 0.01% 740
2022
Q2 		$236K Sell
6,599
-739
-10% -$28.3K 0.01% 684
2022
Q1 		$308K Buy
+7,338
New +$322K 0.01% 664

Other funds holding TBLU

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Western Wealth Management's TBLU Position: Q4 2022 in Review

Western Wealth Management sold out of Tortoise Global Water ETF (TBLU) in Q4 2022, closing a stake of 6,295 shares — an estimated $208K sold.

Western Wealth Management first reported a position in TBLU in Q1 2022 and held it in 3 quarters. The position peaked at $308K in Q1 2022. 30 funds tracked by Wall St. Rank hold TBLU as of Q4 2022.

  • Western Wealth Management reported no remaining Tortoise Global Water ETF position as of Q4 2022 after selling out during the quarter.
  • Western Wealth Management sold 6,295 Tortoise Global Water ETF shares in Q4 2022, an estimated $208K.
  • Western Wealth Management first reported a position in Tortoise Global Water ETF in Q1 2022 and held it in 3 quarters.
  • Western Wealth Management's Tortoise Global Water ETF position peaked at $308K in Q1 2022.
  • 30 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.