DAS
BLUE

Dynamic Advisor Solutions’s bluebird bio BLUE Stock Holding History

Dynamic Advisor Solutions’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
-1,267
Closed -$13.2K – 673
2024
Q3 		$13.2K Buy
1,267
+350
+38% +$5.82K ﹤0.01% 922
2024
Q2 		$18K Sell
917
-2,600
-74% -$52.1K ﹤0.01% 939
2024
Q1 		$90K Buy
3,517
+1,625
+86% +$41.7K ﹤0.01% 907
2023
Q4 		$53.7K Buy
+1,892
New +$115K ﹤0.01% 881

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

Dynamic Advisor Solutions's BLUE Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of bluebird bio (BLUE) in Q4 2024, closing a stake of 1,267 shares — an estimated $13.2K sold.

Dynamic Advisor Solutions first reported a position in BLUE in Q4 2023 and held it in 4 quarters. The position peaked at $90K in Q1 2024. 83 funds tracked by Wall St. Rank hold BLUE as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining bluebird bio position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 1,267 bluebird bio shares in Q4 2024, an estimated $13.2K.
  • Dynamic Advisor Solutions first reported a position in bluebird bio in Q4 2023 and held it in 4 quarters.
  • Dynamic Advisor Solutions's bluebird bio position peaked at $90K in Q1 2024.
  • 83 funds tracked by Wall St. Rank held bluebird bio as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.