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BKM Wealth Management’s Blue Bird Corp BLBD Stock Holding History

BKM Wealth Management’s Portfolio BLBD Stock Details BLBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-400
Closed -$10.8K – 233
2023
Q4 		$10.8K Buy
+400
New +$8.24K ﹤0.01% 448

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3C
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ER
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DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.09B AUM 32.46% 1-Year Est. Return

BKM Wealth Management's BLBD Position: Q1 2024 in Review

BKM Wealth Management sold out of Blue Bird Corp (BLBD) in Q1 2024, closing a stake of 400 shares — an estimated $10.8K sold.

BKM Wealth Management first reported a position in BLBD in Q4 2023 and held it in 1 quarter. The position peaked at $10.8K in Q4 2023. 187 funds tracked by Wall St. Rank hold BLBD as of Q1 2024.

  • BKM Wealth Management reported no remaining Blue Bird Corp position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 400 Blue Bird Corp shares in Q1 2024, an estimated $10.8K.
  • BKM Wealth Management first reported a position in Blue Bird Corp in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Blue Bird Corp position peaked at $10.8K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Blue Bird Corp as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.