IFG
BLUE

Independent Financial Group’s bluebird bio BLUE Stock Holding History

Independent Financial Group’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
-1,170
Closed -$12.2K – 1167
2024
Q3 		$12.2K Hold
1,170
– – ﹤0.01% 1121
2024
Q2 		$23K Hold
1,170
– – ﹤0.01% 1080
2024
Q1 		$30K Buy
+1,170
New +$30K ﹤0.01% 1008
2021
Q3 		– Sell
-709
Closed -$294K – 711
2021
Q2 		$294K Buy
+709
New +$281K 0.03% 538

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

Independent Financial Group's BLUE Position: Q4 2024 in Review

Independent Financial Group sold out of bluebird bio (BLUE) in Q4 2024, closing a stake of 1,170 shares — an estimated $12.2K sold.

Independent Financial Group first reported a position in BLUE in Q2 2021 and held it in 4 quarters. The position peaked at $294K in Q2 2021. 83 funds tracked by Wall St. Rank hold BLUE as of Q4 2024.

  • Independent Financial Group reported no remaining bluebird bio position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 1,170 bluebird bio shares in Q4 2024, an estimated $12.2K.
  • Independent Financial Group first reported a position in bluebird bio in Q2 2021 and held it in 4 quarters.
  • Independent Financial Group's bluebird bio position peaked at $294K in Q2 2021.
  • 83 funds tracked by Wall St. Rank held bluebird bio as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.