BCWM
BLUE

Bartlett & Co Wealth Management’s bluebird bio BLUE Stock Holding History

Bartlett & Co Wealth Management’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
Q4 		– Sell
-8
Closed -$1.91K – 460
2021
Q3 		$1.91K Buy
+8
New +$2.29K ﹤0.01% 875

Other funds holding BLUE

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bartlett & Co Wealth Management's BLUE Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of bluebird bio (BLUE) in Q4 2021, closing a stake of 8 shares — an estimated $1.91K sold.

Bartlett & Co Wealth Management first reported a position in BLUE in Q3 2021 and held it in 1 quarter. The position peaked at $1.91K in Q3 2021. 172 funds tracked by Wall St. Rank hold BLUE as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining bluebird bio position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 8 bluebird bio shares in Q4 2021, an estimated $1.91K.
  • Bartlett & Co Wealth Management first reported a position in bluebird bio in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's bluebird bio position peaked at $1.91K in Q3 2021.
  • 172 funds tracked by Wall St. Rank held bluebird bio as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.