PWMG
BLUE

Prestige Wealth Management Group’s bluebird bio BLUE Stock Holding History

Prestige Wealth Management Group’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
-50
Closed -$6.92K – 1069
2022
Q4 		$6.92K Hold
50
– – ﹤0.01% 545
2022
Q3 		$6K Hold
50
– – ﹤0.01% 504
2022
Q2 		$4K Buy
+50
New +$3.88K ﹤0.01% 620
2020
Q4 		– Sell
-8
Closed -$6K – 945
2020
Q3 		$6K Hold
8
– – ﹤0.01% 508
2020
Q2 		$6K Hold
8
– – ﹤0.01% 491
2020
Q1 		$5K Hold
8
– – ﹤0.01% 481
2019
Q4 		$9K Buy
+8
New +$8.7K ﹤0.01% 355

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

Prestige Wealth Management Group's BLUE Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of bluebird bio (BLUE) in Q1 2023, closing a stake of 50 shares — an estimated $6.92K sold.

Prestige Wealth Management Group first reported a position in BLUE in Q4 2019 and held it in 7 quarters. The position peaked at $9K in Q4 2019. 177 funds tracked by Wall St. Rank hold BLUE as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining bluebird bio position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 50 bluebird bio shares in Q1 2023, an estimated $6.92K.
  • Prestige Wealth Management Group first reported a position in bluebird bio in Q4 2019 and held it in 7 quarters.
  • Prestige Wealth Management Group's bluebird bio position peaked at $9K in Q4 2019.
  • 177 funds tracked by Wall St. Rank held bluebird bio as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.