EWA
BLUE

EverSource Wealth Advisors’s bluebird bio BLUE Stock Holding History

EverSource Wealth Advisors’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
2025
Q1 		– Sell
-27
Closed -$225 – 4042
2024
Q4 		$225 Sell
27
-1
-4% -$9 ﹤0.01% 3416
2024
Q3 		$288 Hold
28
– – ﹤0.01% 2936
2024
Q2 		$644 Buy
+28
New +$561 ﹤0.01% 2834
2024
Q1 		– Sell
-9
Closed -$242 – 2908
2023
Q4 		$242 Buy
+9
New +$549 ﹤0.01% 2577

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
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 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
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

EverSource Wealth Advisors's BLUE Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of bluebird bio (BLUE) in Q1 2025, closing a stake of 27 shares — an estimated $225 sold.

EverSource Wealth Advisors first reported a position in BLUE in Q4 2023 and held it in 4 quarters. The position peaked at $644 in Q2 2024. 85 funds tracked by Wall St. Rank hold BLUE as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining bluebird bio position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 27 bluebird bio shares in Q1 2025, an estimated $225.
  • EverSource Wealth Advisors first reported a position in bluebird bio in Q4 2023 and held it in 4 quarters.
  • EverSource Wealth Advisors's bluebird bio position peaked at $644 in Q2 2024.
  • 85 funds tracked by Wall St. Rank held bluebird bio as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.