GoalVest Advisory’s Blue Bird Corp BLBD Stock Holding History

GoalVest Advisory’s Portfolio BLBD Stock Details BLBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-146	Closed	-$5.6K	–	327
2024 Q1	$5.6K	Buy	+146	New	+$4.47K	﹤0.01%	340

Other funds holding BLBD

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

325 Capital New York $274M AUM 49.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.09B AUM 32.46% 1-Year Est. Return

GoalVest Advisory's BLBD Position: Q2 2024 in Review

GoalVest Advisory sold out of Blue Bird Corp (BLBD) in Q2 2024, closing a stake of 146 shares — an estimated $5.6K sold.

GoalVest Advisory first reported a position in BLBD in Q1 2024 and held it in 1 quarter. The position peaked at $5.6K in Q1 2024. 242 funds tracked by Wall St. Rank hold BLBD as of Q2 2024.

GoalVest Advisory reported no remaining Blue Bird Corp position as of Q2 2024 after selling out during the quarter.
GoalVest Advisory sold 146 Blue Bird Corp shares in Q2 2024, an estimated $5.6K.
GoalVest Advisory first reported a position in Blue Bird Corp in Q1 2024 and held it in 1 quarter.
GoalVest Advisory's Blue Bird Corp position peaked at $5.6K in Q1 2024.
242 funds tracked by Wall St. Rank held Blue Bird Corp as of Q2 2024.

Based on GoalVest Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.