Glassman Wealth Services’s bluebird bio BLUE Stock Holding History

Glassman Wealth Services’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
2022 Q2	–	Sell	-12	Closed	-$1K	–	1681
2022 Q1	$1K	Buy	12 +10	+500%	+$1.32K	﹤0.01%	1338
2021 Q4	$0	Hold	2	–	–	﹤0.01%	1648
2021 Q3	$0	Buy	+2	New	+$572	﹤0.01%	1595
2020 Q3	–	Sell	-2	Closed	-$1K	–	1330
2020 Q2	$1K	Buy	+2	New	+$1.51K	﹤0.01%	963
2019 Q4	–	Sell	-1	Closed	-$1K	–	1195
2019 Q3	$1K	Hold	1	–	–	﹤0.01%	793
2019 Q2	$1K	Buy	+1	New	+$1.73K	﹤0.01%	804
2018 Q3	–	Hold	0	–	–	–	822
2018 Q2	–	Hold	0	–	–	–	810
2015 Q3	–	Sell	-23	Closed	-$51K	–	414
2015 Q2	$51K	Buy	+23	New	+$46.9K	0.04%	149

Other funds holding BLUE

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Glassman Wealth Services's BLUE Position: Q2 2022 in Review

Glassman Wealth Services sold out of bluebird bio (BLUE) in Q2 2022, closing a stake of 12 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in BLUE in Q2 2015 and held it in 7 quarters. The position peaked at $51K in Q2 2015. 151 funds tracked by Wall St. Rank hold BLUE as of Q2 2022.

Glassman Wealth Services reported no remaining bluebird bio position as of Q2 2022 after selling out during the quarter.
Glassman Wealth Services sold 12 bluebird bio shares in Q2 2022, an estimated $1K.
Glassman Wealth Services first reported a position in bluebird bio in Q2 2015 and held it in 7 quarters.
Glassman Wealth Services's bluebird bio position peaked at $51K in Q2 2015.
151 funds tracked by Wall St. Rank held bluebird bio as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.