Capstone Investment Advisors
BLUE

Capstone Investment Advisors’s bluebird bio BLUE Stock Holding History

Capstone Investment 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
2024
Q2 		– Sell
-818
Closed -$20.9K – 2098
2024
Q1 		$20.9K Buy
818
+68
+9% +$1.74K ﹤0.01% 2262
2023
Q4 		$20.7K Hold
750
– – ﹤0.01% 2044
2023
Q3 		$45.6K Buy
+750
New +$52.7K ﹤0.01% 2025

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capstone Investment Advisors's BLUE Position: Q2 2024 in Review

Capstone Investment Advisors sold out of bluebird bio (BLUE) in Q2 2024, closing a stake of 818 shares — an estimated $20.9K sold.

Capstone Investment Advisors first reported a position in BLUE in Q3 2023 and held it in 3 quarters. The position peaked at $45.6K in Q3 2023. 150 funds tracked by Wall St. Rank hold BLUE as of Q2 2024.

  • Capstone Investment Advisors reported no remaining bluebird bio position as of Q2 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 818 bluebird bio shares in Q2 2024, an estimated $20.9K.
  • Capstone Investment Advisors first reported a position in bluebird bio in Q3 2023 and held it in 3 quarters.
  • Capstone Investment Advisors's bluebird bio position peaked at $45.6K in Q3 2023.
  • 150 funds tracked by Wall St. Rank held bluebird bio as of Q2 2024.

Based on Capstone Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.