Focus Partners Wealth
BLUE

Focus Partners Wealth’s bluebird bio BLUE Stock Holding History

Focus Partners Wealth’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
-5,925
Closed -$61.6K – 1910
2024
Q3 		$61.6K Buy
5,925
+30
+0.5% +$499 ﹤0.01% 1539
2024
Q2 		$116K Buy
5,895
+106
+2% +$2.12K ﹤0.01% 1188
2024
Q1 		$148K Buy
5,789
+4,256
+278% +$109K ﹤0.01% 950
2023
Q4 		$42K Buy
+1,533
New +$93.5K ﹤0.01% 771

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

Focus Partners Wealth's BLUE Position: Q4 2024 in Review

Focus Partners Wealth sold out of bluebird bio (BLUE) in Q4 2024, closing a stake of 5,925 shares — an estimated $61.6K sold.

Focus Partners Wealth first reported a position in BLUE in Q4 2023 and held it in 4 quarters. The position peaked at $148K in Q1 2024. 83 funds tracked by Wall St. Rank hold BLUE as of Q4 2024.

  • Focus Partners Wealth reported no remaining bluebird bio position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 5,925 bluebird bio shares in Q4 2024, an estimated $61.6K.
  • Focus Partners Wealth first reported a position in bluebird bio in Q4 2023 and held it in 4 quarters.
  • Focus Partners Wealth's bluebird bio position peaked at $148K in Q1 2024.
  • 83 funds tracked by Wall St. Rank held bluebird bio as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.