APP
BLUE

Avantax Planning Partners’s bluebird bio BLUE Stock Holding History

Avantax Planning Partners’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
2024
Q4 		– Sell
-2,500
Closed -$26K – 434
2024
Q3 		$26K Buy
+2,500
New +$41.6K ﹤0.01% 442
2018
Q2 		– Sell
-2
Closed -$4K – 392
2018
Q1 		$4K Buy
+2
New +$5.09K ﹤0.01% 1397

Other funds holding BLUE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

Avantax Planning Partners's BLUE Position: Q4 2024 in Review

Avantax Planning Partners sold out of bluebird bio (BLUE) in Q4 2024, closing a stake of 2,500 shares — an estimated $26K sold.

Avantax Planning Partners first reported a position in BLUE in Q1 2018 and held it in 2 quarters. The position peaked at $26K in Q3 2024. 83 funds tracked by Wall St. Rank hold BLUE as of Q4 2024.

  • Avantax Planning Partners reported no remaining bluebird bio position as of Q4 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 2,500 bluebird bio shares in Q4 2024, an estimated $26K.
  • Avantax Planning Partners first reported a position in bluebird bio in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's bluebird bio position peaked at $26K in Q3 2024.
  • 83 funds tracked by Wall St. Rank held bluebird bio as of Q4 2024.

Based on Avantax Planning Partners's 13F filing for Q4 2024, filed 7 Feb 2025.