KWM
BLUE

Kingsview Wealth Management’s bluebird bio BLUE Stock Holding History

Kingsview Wealth 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
2023
Q1 		– Sell
-741
Closed -$103K – 893
2022
Q4 		$103K Sell
741
-10
-1% -$1.41K ﹤0.01% 816
2022
Q3 		$95K Buy
+751
New +$85K ﹤0.01% 794

Other funds holding BLUE

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
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
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Kingsview Wealth Management's BLUE Position: Q1 2023 in Review

Kingsview Wealth Management sold out of bluebird bio (BLUE) in Q1 2023, closing a stake of 741 shares — an estimated $103K sold.

Kingsview Wealth Management first reported a position in BLUE in Q3 2022 and held it in 2 quarters. The position peaked at $103K in Q4 2022. 177 funds tracked by Wall St. Rank hold BLUE as of Q1 2023.

  • Kingsview Wealth Management reported no remaining bluebird bio position as of Q1 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 741 bluebird bio shares in Q1 2023, an estimated $103K.
  • Kingsview Wealth Management first reported a position in bluebird bio in Q3 2022 and held it in 2 quarters.
  • Kingsview Wealth Management's bluebird bio position peaked at $103K in Q4 2022.
  • 177 funds tracked by Wall St. Rank held bluebird bio as of Q1 2023.

Based on Kingsview Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.