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Yinka Akinsola

@Blue Trust, Inc.

Latest period2024 - Q3ReportedManaged Assets$7.664BTotal holdings2902
Assets growth rate5.08%Assets growth rate (2-Q avg)3.92%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Blue Trust, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2902 positions.

Assets under management

The assets under management (AUM) of Blue Trust, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 7.664B in assets, with a quarterly growth rate of 5.08% and a 2-quarter average growth rate of 3.92%. The portfolio is managed by Yinka Akinsola, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DMACDiamedica Therapeutics Inc
Recent Activity
New Position
0.01%
$130,529
44,247 shares@ $2.96 avg price
JBBBJanus Detroit Str Tr
Recent Activity
New Position
0.01%
$95,655
1,945 shares@ $49.18 avg price
CWEN⤦Clearway Energy Inc
Recent Activity
New Position
0.01%
$74,460
3,286 shares@ $22.66 avg price
9497⤦Wells Fargo Co New
Recent Activity
New Position
0.01%
$68,960
58 shares@ $1188.97 avg price
PRFZInvesco Exchange Traded Fd T
Recent Activity
New Position
0.01%
$67,622
1,773 shares@ $38.14 avg price
NZFNuveen Municipal Credit Inc
Recent Activity
New Position
0.01%
$66,875
5,415 shares@ $12.35 avg price
QXOQxo Inc
Recent Activity
New Position
0.01%
$65,373
911 shares@ $71.76 avg price
PPLTAbrdn Platinum Etf Trust
Recent Activity
New Position
0.01%
$64,029
700 shares@ $91.47 avg price
GPRKGeopark Ltd
Recent Activity
New Position
0.01%
$53,546
4,890 shares@ $10.96 avg price
RDVIFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.01%
$52,265
2,235 shares@ $23.39 avg price