LWA
BLUE

Lenox Wealth Advisors’s bluebird bio BLUE Stock Holding History

Lenox Wealth Advisors’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
Q2 		– Sell
-1
Closed – – 607
2020
Q1 		$0 Hold
1
– – ﹤0.01% 777
2019
Q4 		$1K Hold
1
– – ﹤0.01% 658
2019
Q3 		$1K Hold
1
– – ﹤0.01% 560
2019
Q2 		$1K Buy
+1
New +$1.73K ﹤0.01% 374

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lenox Wealth Advisors's BLUE Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of bluebird bio (BLUE) in Q2 2020, closing a stake of 1 share.

Lenox Wealth Advisors first reported a position in BLUE in Q2 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 278 funds tracked by Wall St. Rank hold BLUE as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining bluebird bio position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1 bluebird bio share in Q2 2020.
  • Lenox Wealth Advisors first reported a position in bluebird bio in Q2 2019 and held it in 4 quarters.
  • Lenox Wealth Advisors's bluebird bio position peaked at $1K in Q4 2019.
  • 278 funds tracked by Wall St. Rank held bluebird bio as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.