BerganKDV Wealth Management’s bluebird bio BLUE Stock Holding History

BerganKDV 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	-1	Closed	–	–	1056
2021 Q3	$0	Hold	1	–	–	﹤0.01%	1036
2021 Q2	$0	Hold	1	–	–	﹤0.01%	982
2021 Q1	$1K	Sell	1 -1	-50%	-$492	﹤0.01%	836
2020 Q4	$1K	Hold	2	–	–	﹤0.01%	832
2020 Q3	$1K	Buy	+2	New	+$1.56K	﹤0.01%	766
2020 Q2	–	Sell	-1	Closed	–	–	966
2020 Q1	$0	Hold	1	–	–	﹤0.01%	927
2019 Q4	$1K	Buy	+1	New	+$1.09K	﹤0.01%	828

Other funds holding BLUE

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BerganKDV Wealth Management's BLUE Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of bluebird bio (BLUE) in Q4 2021, closing a stake of 1 share.

BerganKDV Wealth Management first reported a position in BLUE in Q4 2019 and held it in 7 quarters. The position peaked at $1K in Q1 2021. 172 funds tracked by Wall St. Rank hold BLUE as of Q4 2021.

BerganKDV Wealth Management reported no remaining bluebird bio position as of Q4 2021 after selling out during the quarter.
BerganKDV Wealth Management sold 1 bluebird bio share in Q4 2021.
BerganKDV Wealth Management first reported a position in bluebird bio in Q4 2019 and held it in 7 quarters.
BerganKDV Wealth Management's bluebird bio position peaked at $1K in Q1 2021.
172 funds tracked by Wall St. Rank held bluebird bio as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.