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
2016 Q2	–	Sell	-15	Closed	-$2K	–	4356
2016 Q1	$2K	Buy	+15	New	+$9.21K	﹤0.01%	3920

Other funds holding BLUE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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.