Planned Solutions’s bluebird bio BLUE Stock Holding History

Planned Solutions’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 Q1	–	Sell	-15	Closed	-$9K	–	99
2020 Q4	$9K	Buy	+15	New	+$9.51K	0.01%	334

Other funds holding BLUE

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

SCM

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Planned Solutions's BLUE Position: Q1 2021 in Review

Planned Solutions sold out of bluebird bio (BLUE) in Q1 2021, closing a stake of 15 shares — an estimated $9K sold.

Planned Solutions first reported a position in BLUE in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 229 funds tracked by Wall St. Rank hold BLUE as of Q1 2021.

Planned Solutions reported no remaining bluebird bio position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 15 bluebird bio shares in Q1 2021, an estimated $9K.
Planned Solutions first reported a position in bluebird bio in Q4 2020 and held it in 1 quarter.
Planned Solutions's bluebird bio position peaked at $9K in Q4 2020.
229 funds tracked by Wall St. Rank held bluebird bio as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.