AAS
BLUE

Avantax Advisory Services’s bluebird bio BLUE Stock Holding History

Avantax Advisory Services’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
2020
Q4 		– Sell
-355
Closed -$248K – 977
2020
Q3 		$248K Buy
+355
New +$277K ﹤0.01% 1113

Other funds holding BLUE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Avantax Advisory Services's BLUE Position: Q4 2020 in Review

Avantax Advisory Services sold out of bluebird bio (BLUE) in Q4 2020, closing a stake of 355 shares — an estimated $248K sold.

Avantax Advisory Services first reported a position in BLUE in Q3 2020 and held it in 1 quarter. The position peaked at $248K in Q3 2020. 262 funds tracked by Wall St. Rank hold BLUE as of Q4 2020.

  • Avantax Advisory Services reported no remaining bluebird bio position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 355 bluebird bio shares in Q4 2020, an estimated $248K.
  • Avantax Advisory Services first reported a position in bluebird bio in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's bluebird bio position peaked at $248K in Q3 2020.
  • 262 funds tracked by Wall St. Rank held bluebird bio as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.