KPW
BLUE

Kore Private Wealth’s bluebird bio BLUE Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-10
Closed -$7K – 369
2020
Q2 		$7K Buy
10
+2
+25% +$1.51K ﹤0.01% 848
2020
Q1 		$5K Hold
8
– – ﹤0.01% 796
2019
Q4 		$9K Buy
+8
New +$8.7K ﹤0.01% 757

Other funds holding BLUE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kore Private Wealth's BLUE Position: Q3 2020 in Review

Kore Private Wealth sold out of bluebird bio (BLUE) in Q3 2020, closing a stake of 10 shares — an estimated $7K sold.

Kore Private Wealth first reported a position in BLUE in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 275 funds tracked by Wall St. Rank hold BLUE as of Q3 2020.

  • Kore Private Wealth reported no remaining bluebird bio position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 10 bluebird bio shares in Q3 2020, an estimated $7K.
  • Kore Private Wealth first reported a position in bluebird bio in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's bluebird bio position peaked at $9K in Q4 2019.
  • 275 funds tracked by Wall St. Rank held bluebird bio as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.