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Elevation Wealth Partners’s Blue Bird Corp BLBD Stock Holding History

Elevation Wealth Partners’s Portfolio BLBD Stock Details BLBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-500
Closed -$11.2K – 351
2023
Q2 		$11.2K Hold
500
– – 0.01% 242
2023
Q1 		$10.2K Buy
+500
New +$8.92K 0.01% 262

Other funds holding BLBD

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AllianceBernstein
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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
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CET
Clean Energy Transition London, United Kingdom $1.54B AUM 34.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.09B AUM 32.46% 1-Year Est. Return

Elevation Wealth Partners's BLBD Position: Q3 2023 in Review

Elevation Wealth Partners sold out of Blue Bird Corp (BLBD) in Q3 2023, closing a stake of 500 shares — an estimated $11.2K sold.

Elevation Wealth Partners first reported a position in BLBD in Q1 2023 and held it in 2 quarters. The position peaked at $11.2K in Q2 2023. 132 funds tracked by Wall St. Rank hold BLBD as of Q3 2023.

  • Elevation Wealth Partners reported no remaining Blue Bird Corp position as of Q3 2023 after selling out during the quarter.
  • Elevation Wealth Partners sold 500 Blue Bird Corp shares in Q3 2023, an estimated $11.2K.
  • Elevation Wealth Partners first reported a position in Blue Bird Corp in Q1 2023 and held it in 2 quarters.
  • Elevation Wealth Partners's Blue Bird Corp position peaked at $11.2K in Q2 2023.
  • 132 funds tracked by Wall St. Rank held Blue Bird Corp as of Q3 2023.

Based on Elevation Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.