CWP
BLUE

Concord Wealth Partners’s bluebird bio BLUE Stock Holding History

Concord Wealth Partners’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
Q3 		– Hold
0
– -$4 – 964
2024
Q2 		– Hold
0
– – – 838
2022
Q1 		– Sell
-2
Closed – – 1290
2021
Q4 		$0 Buy
+2
New +$472 ﹤0.01% 1305

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 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

Concord Wealth Partners's BLUE Position: Q3 2024 in Review

Concord Wealth Partners held its bluebird bio (BLUE) position steady in Q3 2024 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Concord Wealth Partners first reported a position in BLUE in Q4 2021 and has held it in 1 quarter since. The position peaked at $0 in Q4 2021. 140 funds tracked by Wall St. Rank hold BLUE as of Q3 2024.

  • Concord Wealth Partners held 0 shares of bluebird bio worth $0 as of Q3 2024.
  • Concord Wealth Partners left its bluebird bio share count unchanged in Q3 2024.
  • bluebird bio made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2024, its #964 holding.
  • Concord Wealth Partners first reported a position in bluebird bio in Q4 2021 and has held it in 1 quarter since.
  • Concord Wealth Partners's bluebird bio position peaked at $0 in Q4 2021.
  • 140 funds tracked by Wall St. Rank held bluebird bio as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.