Commonwealth Equity Services
BLUE

Commonwealth Equity Services’s bluebird bio BLUE Stock Holding History

Commonwealth Equity Services’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
-966
Closed -$10K – 4104
2024
Q3 		$10K Sell
966
-459
-32% -$7.63K ﹤0.01% 4028
2024
Q2 		$28K Hold
1,425
– – ﹤0.01% 3947
2024
Q1 		$36K Buy
1,425
+720
+102% +$18.5K ﹤0.01% 3925
2023
Q4 		$19K Buy
+705
New +$43K ﹤0.01% 3820
2023
Q1 		– Sell
-687
Closed -$95K – 3783
2022
Q4 		$95K Buy
+687
New +$96.8K ﹤0.01% 3421
2020
Q1 		– Sell
-275
Closed -$312K – 2829
2019
Q4 		$312K Sell
275
-45
-14% -$48.9K ﹤0.01% 2282
2019
Q3 		$380K Buy
320
+27
+9% +$41.2K ﹤0.01% 2042
2019
Q2 		$482K Buy
293
+18
+7% +$31.1K ﹤0.01% 1826
2019
Q1 		$560K Sell
275
-25
-8% -$44K ﹤0.01% 1668
2018
Q4 		$385K Buy
300
+110
+58% +$169K ﹤0.01% 1836
2018
Q3 		$358K Buy
190
+18
+10% +$37.2K ﹤0.01% 2028
2018
Q2 		$349K Buy
172
+23
+15% +$52.4K ﹤0.01% 1997
2018
Q1 		$330K Buy
149
+29
+24% +$73.8K ﹤0.01% 1996
2017
Q4 		$277K Buy
+120
New +$244K ﹤0.01% 2096

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

Commonwealth Equity Services's BLUE Position: Q4 2024 in Review

Commonwealth Equity Services sold out of bluebird bio (BLUE) in Q4 2024, closing a stake of 966 shares — an estimated $10K sold.

Commonwealth Equity Services first reported a position in BLUE in Q4 2017 and held it in 14 quarters. The position peaked at $560K in Q1 2019. 83 funds tracked by Wall St. Rank hold BLUE as of Q4 2024.

  • Commonwealth Equity Services reported no remaining bluebird bio position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 966 bluebird bio shares in Q4 2024, an estimated $10K.
  • Commonwealth Equity Services first reported a position in bluebird bio in Q4 2017 and held it in 14 quarters.
  • Commonwealth Equity Services's bluebird bio position peaked at $560K in Q1 2019.
  • 83 funds tracked by Wall St. Rank held bluebird bio as of Q4 2024.

Based on Commonwealth Equity Services's 13F filing for Q4 2024, filed 10 Feb 2025.