AWA
BLUE

Arkadios Wealth Advisors’s bluebird bio BLUE Stock Holding History

Arkadios 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
2021
Q3 		– Sell
-8
Closed -$3K – 1871
2021
Q2 		$3K Buy
8
+1
+14% +$396 ﹤0.01% 1804
2021
Q1 		$2K Hold
7
– – ﹤0.01% 1502
2020
Q4 		$4K Buy
7
+3
+75% +$1.9K ﹤0.01% 1142
2020
Q3 		$2.58K Buy
+4
New +$3.12K ﹤0.01% 920

Other funds holding BLUE

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Arkadios Wealth Advisors's BLUE Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of bluebird bio (BLUE) in Q3 2021, closing a stake of 8 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in BLUE in Q3 2020 and held it in 4 quarters. The position peaked at $4K in Q4 2020. 196 funds tracked by Wall St. Rank hold BLUE as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining bluebird bio position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 8 bluebird bio shares in Q3 2021, an estimated $3K.
  • Arkadios Wealth Advisors first reported a position in bluebird bio in Q3 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's bluebird bio position peaked at $4K in Q4 2020.
  • 196 funds tracked by Wall St. Rank held bluebird bio as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.