IWP
BLUE

Icon Wealth Partners’s bluebird bio BLUE Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-15
Closed -$31K – 239
2019
Q1 		$31K Buy
+15
New +$26.4K 0.01% 460

Other funds holding BLUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Icon Wealth Partners's BLUE Position: Q2 2019 in Review

Icon Wealth Partners sold out of bluebird bio (BLUE) in Q2 2019, closing a stake of 15 shares — an estimated $31K sold.

Icon Wealth Partners first reported a position in BLUE in Q1 2019 and held it in 1 quarter. The position peaked at $31K in Q1 2019. 273 funds tracked by Wall St. Rank hold BLUE as of Q2 2019.

  • Icon Wealth Partners reported no remaining bluebird bio position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 15 bluebird bio shares in Q2 2019, an estimated $31K.
  • Icon Wealth Partners first reported a position in bluebird bio in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's bluebird bio position peaked at $31K in Q1 2019.
  • 273 funds tracked by Wall St. Rank held bluebird bio as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.