Creative Planning
BLUE

Creative Planning’s bluebird bio BLUE Stock Holding History

Creative Planning’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
-1,168
Closed -$12.1K – 3596
2024
Q3 		$12.1K Buy
+1,168
New +$19.4K ﹤0.01% 3165
2021
Q2 		– Sell
-720
Closed -$281K – 2129
2021
Q1 		$281K Buy
+720
New +$355K ﹤0.01% 1833
2020
Q1 		– Sell
-2,385
Closed -$2.71M – 1888
2019
Q4 		$2.71M Buy
+2,385
New +$2.59M 0.01% 423
2019
Q2 		– Sell
-386
Closed -$787K – 2030
2019
Q1 		$787K Sell
386
-17
-4% -$29.9K ﹤0.01% 827
2018
Q4 		$517K Buy
403
+198
+97% +$304K ﹤0.01% 952
2018
Q3 		$388K Buy
205
+18
+10% +$37.2K ﹤0.01% 1236
2018
Q2 		$381K Buy
+187
New +$426K ﹤0.01% 1225
2018
Q1 		– Sell
-140
Closed -$323K – 2050
2017
Q4 		$323K Buy
+140
New +$284K ﹤0.01% 1319
2017
Q3 		– Sell
-55
Closed -$75K – 2099
2017
Q2 		$75K Sell
55
-3,646
-99% -$4.4M ﹤0.01% 2192
2017
Q1 		$4.36M Buy
3,701
+2
+0.1% +$2.04K 0.02% 232
2016
Q4 		$2.96M Buy
3,699
+1,784
+93% +$1.42M 0.02% 304
2016
Q3 		$1.68M Sell
1,915
-77
-4% -$55.8K 0.01% 430
2016
Q2 		$1.12M Sell
1,992
-46
-2% -$26.1K 0.01% 489
2016
Q1 		$1.12M Buy
2,038
+342
+20% +$210K 0.01% 463
2015
Q4 		$1.41M Buy
1,696
+1,194
+238% +$1.19M 0.01% 399
2015
Q3 		$556K Buy
+502
New +$915K ﹤0.01% 696
2015
Q2 		– Sell
-14
Closed -$22K – 1318
2015
Q1 		$22K Buy
14
+9
+180% +$11.9K ﹤0.01% 2635
2014
Q4 		$6K Buy
+5
New +$3.34K ﹤0.01% 3383

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

Creative Planning's BLUE Position: Q4 2024 in Review

Creative Planning sold out of bluebird bio (BLUE) in Q4 2024, closing a stake of 1,168 shares — an estimated $12.1K sold.

Creative Planning first reported a position in BLUE in Q4 2014 and held it in 18 quarters. The position peaked at $4.36M in Q1 2017. 83 funds tracked by Wall St. Rank hold BLUE as of Q4 2024.

  • Creative Planning reported no remaining bluebird bio position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 1,168 bluebird bio shares in Q4 2024, an estimated $12.1K.
  • Creative Planning first reported a position in bluebird bio in Q4 2014 and held it in 18 quarters.
  • Creative Planning's bluebird bio position peaked at $4.36M in Q1 2017.
  • 83 funds tracked by Wall St. Rank held bluebird bio as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.