FAIM
BLUE

Financial Advocates Investment Management’s bluebird bio BLUE Stock Holding History

Financial Advocates Investment Management’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
2023
Q3 		– Sell
-573
Closed -$39.3K – 699
2023
Q2 		$39.3K Buy
+573
New +$41.9K ﹤0.01% 687
2023
Q1 		– Sell
-735
Closed -$83.9K – 751
2022
Q4 		$102K Sell
735
-1,519
-67% -$214K 0.01% 719
2022
Q3 		$3.54M Buy
2,254
+1,732
+332% +$196K 0.29% 89
2022
Q2 		$43K Sell
522
-70
-12% -$5.43K ﹤0.01% 669
2022
Q1 		$57K Sell
592
-100
-14% -$13.2K ﹤0.01% 715
2021
Q4 		$138K Sell
692
-2,800
-80% -$661K 0.01% 745
2021
Q3 		$1.31M Buy
3,492
+3,089
+767% +$883K 0.09% 257
2021
Q2 		$681K Sell
403
-2,069
-84% -$820K 0.05% 409
2021
Q1 		$1.17M Buy
2,472
+2,232
+930% +$1.1M 0.08% 279
2020
Q4 		$310K Buy
+240
New +$152K 0.02% 554

Other funds holding BLUE

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's BLUE Position: Q3 2023 in Review

Financial Advocates Investment Management sold out of bluebird bio (BLUE) in Q3 2023, closing a stake of 573 shares — an estimated $39.3K sold.

Financial Advocates Investment Management first reported a position in BLUE in Q4 2020 and held it in 10 quarters. The position peaked at $3.54M in Q3 2022. 168 funds tracked by Wall St. Rank hold BLUE as of Q3 2023.

  • Financial Advocates Investment Management reported no remaining bluebird bio position as of Q3 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 573 bluebird bio shares in Q3 2023, an estimated $39.3K.
  • Financial Advocates Investment Management first reported a position in bluebird bio in Q4 2020 and held it in 10 quarters.
  • Financial Advocates Investment Management's bluebird bio position peaked at $3.54M in Q3 2022.
  • 168 funds tracked by Wall St. Rank held bluebird bio as of Q3 2023.

Based on Financial Advocates Investment Management's 13F filing for Q3 2023, filed 27 Oct 2023.