Laurel Wealth Advisors (California)’s bluebird bio BLUE Stock Holding History

Laurel Wealth Advisors (California)’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
2021 Q2	–	Sell	-516	Closed	-$202K	–	502
2021 Q1	$202K	Hold	516	–	–	0.03%	447
2020 Q4	$289K	Sell	516 -262	-34%	-$166K	0.04%	343
2020 Q3	$544K	Buy	+778	New	+$607K	0.09%	213
2019 Q3	–	Sell	-155	Closed	-$256K	–	439
2019 Q2	$256K	Sell	155 -2	-1%	-$3.46K	0.06%	332
2019 Q1	$319K	Sell	157 -1	-0.6%	-$1.76K	0.08%	276
2018 Q4	$203K	Sell	158 -76	-32%	-$117K	0.06%	316
2018 Q3	$442K	Buy	234 +58	+33%	+$120K	0.11%	209
2018 Q2	$357K	Buy	176 +79	+81%	+$180K	0.1%	229
2018 Q1	$215K	Buy	+97	New	+$247K	0.07%	318

Other funds holding BLUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Laurel Wealth Advisors (California)'s BLUE Position: Q2 2021 in Review

Laurel Wealth Advisors (California) sold out of bluebird bio (BLUE) in Q2 2021, closing a stake of 516 shares — an estimated $202K sold.

Laurel Wealth Advisors (California) first reported a position in BLUE in Q1 2018 and held it in 9 quarters. The position peaked at $544K in Q3 2020. 232 funds tracked by Wall St. Rank hold BLUE as of Q2 2021.

Laurel Wealth Advisors (California) reported no remaining bluebird bio position as of Q2 2021 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 516 bluebird bio shares in Q2 2021, an estimated $202K.
Laurel Wealth Advisors (California) first reported a position in bluebird bio in Q1 2018 and held it in 9 quarters.
Laurel Wealth Advisors (California)'s bluebird bio position peaked at $544K in Q3 2020.
232 funds tracked by Wall St. Rank held bluebird bio as of Q2 2021.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.