BSW
TULP

Buckingham Strategic Wealth’s Bloomia Holdings TULP Stock Holding History

Buckingham Strategic Wealth’s Portfolio TULP Stock Details TULP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,548
Closed -$12K – 561
2020
Q3 		$12K Hold
2,548
– – ﹤0.01% 476
2020
Q2 		$13K Buy
+2,548
New +$12.7K ﹤0.01% 403

Other funds holding TULP

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buckingham Strategic Wealth's TULP Position: Q4 2020 in Review

Buckingham Strategic Wealth sold out of Bloomia Holdings (TULP) in Q4 2020, closing a stake of 2,548 shares — an estimated $12K sold.

Buckingham Strategic Wealth first reported a position in TULP in Q2 2020 and held it in 2 quarters. The position peaked at $13K in Q2 2020. 14 funds tracked by Wall St. Rank hold TULP as of Q4 2020.

  • Buckingham Strategic Wealth reported no remaining Bloomia Holdings position as of Q4 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 2,548 Bloomia Holdings shares in Q4 2020, an estimated $12K.
  • Buckingham Strategic Wealth first reported a position in Bloomia Holdings in Q2 2020 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Bloomia Holdings position peaked at $13K in Q2 2020.
  • 14 funds tracked by Wall St. Rank held Bloomia Holdings as of Q4 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.