CAL
BLUE

Capital Advisors Ltd’s bluebird bio BLUE Stock Holding History

Capital Advisors Ltd’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
2024
Q4 		– Sell
-58
Closed -$1K – 1382
2024
Q3 		$1K Buy
+58
New +$964 ﹤0.01% 1148
2023
Q4 		– Sell
-8
Closed – – 1300
2023
Q3 		$0 Hold
8
– – ﹤0.01% 1293
2023
Q2 		$1K Hold
8
– – ﹤0.01% 1093
2023
Q1 		$0 Sell
8
-1
-11% -$114 ﹤0.01% 1217
2022
Q4 		$1K Buy
9
+1
+13% +$141 ﹤0.01% 950
2022
Q3 		$1K Hold
8
– – ﹤0.01% 965
2022
Q2 		$1K Buy
8
+6
+300% +$465 ﹤0.01% 727
2022
Q1 		$0 Buy
+2
New +$264 ﹤0.01% 919

Other funds holding BLUE

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

Capital Advisors Ltd's BLUE Position: Q4 2024 in Review

Capital Advisors Ltd sold out of bluebird bio (BLUE) in Q4 2024, closing a stake of 58 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in BLUE in Q1 2022 and held it in 8 quarters. The position peaked at $1K in Q3 2024. 83 funds tracked by Wall St. Rank hold BLUE as of Q4 2024.

  • Capital Advisors Ltd reported no remaining bluebird bio position as of Q4 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 58 bluebird bio shares in Q4 2024, an estimated $1K.
  • Capital Advisors Ltd first reported a position in bluebird bio in Q1 2022 and held it in 8 quarters.
  • Capital Advisors Ltd's bluebird bio position peaked at $1K in Q3 2024.
  • 83 funds tracked by Wall St. Rank held bluebird bio as of Q4 2024.

Based on Capital Advisors Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.