GKWIM
BLUE

Gerber Kawasaki Wealth & Investment Management’s bluebird bio BLUE Stock Holding History

Gerber Kawasaki Wealth & 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
2021
Q4 		– Sell
-31
Closed -$7K – 386
2021
Q3 		$7K Buy
+31
New +$8.86K ﹤0.01% 698

Other funds holding BLUE

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's BLUE Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of bluebird bio (BLUE) in Q4 2021, closing a stake of 31 shares — an estimated $7K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BLUE in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 172 funds tracked by Wall St. Rank hold BLUE as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining bluebird bio position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 31 bluebird bio shares in Q4 2021, an estimated $7K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in bluebird bio in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's bluebird bio position peaked at $7K in Q3 2021.
  • 172 funds tracked by Wall St. Rank held bluebird bio as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.