AWA
BLUE

Acorn Wealth Advisors’s bluebird bio BLUE Stock Holding History

Acorn Wealth Advisors’s Portfolio BLUE Stock Details BLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-4
Closed -$9K – 553
2018
Q1 		$9K Hold
4
– – 0.01% 520
2017
Q4 		$9K Buy
+4
New +$8.12K 0.01% 506

Other funds holding BLUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acorn Wealth Advisors's BLUE Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of bluebird bio (BLUE) in Q2 2018, closing a stake of 4 shares — an estimated $9K sold.

Acorn Wealth Advisors first reported a position in BLUE in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 307 funds tracked by Wall St. Rank hold BLUE as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining bluebird bio position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 4 bluebird bio shares in Q2 2018, an estimated $9K.
  • Acorn Wealth Advisors first reported a position in bluebird bio in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's bluebird bio position peaked at $9K in Q1 2018.
  • 307 funds tracked by Wall St. Rank held bluebird bio as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.