BCA
BLUE

Berman Capital Advisors’s bluebird bio BLUE Stock Holding History

Berman Capital 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 		$33K Buy
136
+132
+3,300% +$37.7K 0.01% 828
2021
Q2 		$1K Hold
4
– – ﹤0.01% 1699
2021
Q1 		$1K Sell
4
-10
-71% -$4.92K ﹤0.01% 1606
2020
Q4 		$8K Sell
14
-3
-18% -$1.9K ﹤0.01% 988
2020
Q3 		$11K Buy
17
+11
+183% +$8.58K ﹤0.01% 756
2020
Q2 		$4K Buy
+6
New +$4.52K ﹤0.01% 1027
2020
Q1 		– Sell
-13
Closed -$15K – 1473
2019
Q4 		$15K Buy
+13
New +$14.1K ﹤0.01% 609
2019
Q3 		– Sell
-2
Closed -$3K – 1452
2019
Q2 		$3K Sell
2
-1
-33% -$1.73K ﹤0.01% 1072
2019
Q1 		$6K Buy
+3
New +$5.28K ﹤0.01% 805

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

Berman Capital Advisors's BLUE Position: Q3 2021 in Review

Berman Capital Advisors increased its bluebird bio (BLUE) stake by 3,300% in Q3 2021, buying an estimated $37.7K and bringing the position to 136 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #828.

Berman Capital Advisors first reported a position in BLUE in Q1 2019 and has held it in 9 quarters since. 196 funds tracked by Wall St. Rank hold BLUE as of Q3 2021.

  • Berman Capital Advisors held 136 shares of bluebird bio worth $33K as of Q3 2021.
  • Berman Capital Advisors bought 132 bluebird bio shares in Q3 2021, an estimated $37.7K.
  • bluebird bio made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #828 holding.
  • Berman Capital Advisors first reported a position in bluebird bio in Q1 2019 and has held it in 9 quarters since.
  • 196 funds tracked by Wall St. Rank held bluebird bio as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.