PFS
BLUE

Prospera Financial Services’s bluebird bio BLUE Stock Holding History

Prospera Financial Services’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
2024
Q4 		– Sell
-2,955
Closed -$30.7K – 1146
2024
Q3 		$30.7K Buy
2,955
+207
+8% +$3.44K ﹤0.01% 1107
2024
Q2 		$54.1K Buy
2,748
+673
+32% +$13.5K ﹤0.01% 1111
2024
Q1 		$53.1K Buy
2,075
+1,440
+227% +$36.9K ﹤0.01% 1076
2023
Q4 		$17.5K Buy
+635
New +$38.7K ﹤0.01% 1043
2022
Q3 		– Sell
-23
Closed -$2K – 917
2022
Q2 		$2K Buy
23
+3
+15% +$233 ﹤0.01% 1536
2022
Q1 		$2K Buy
+20
New +$2.64K ﹤0.01% 2455

Other funds holding BLUE

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

Prospera Financial Services's BLUE Position: Q4 2024 in Review

Prospera Financial Services sold out of bluebird bio (BLUE) in Q4 2024, closing a stake of 2,955 shares — an estimated $30.7K sold.

Prospera Financial Services first reported a position in BLUE in Q1 2022 and held it in 6 quarters. The position peaked at $54.1K in Q2 2024. 83 funds tracked by Wall St. Rank hold BLUE as of Q4 2024.

  • Prospera Financial Services reported no remaining bluebird bio position as of Q4 2024 after selling out during the quarter.
  • Prospera Financial Services sold 2,955 bluebird bio shares in Q4 2024, an estimated $30.7K.
  • Prospera Financial Services first reported a position in bluebird bio in Q1 2022 and held it in 6 quarters.
  • Prospera Financial Services's bluebird bio position peaked at $54.1K in Q2 2024.
  • 83 funds tracked by Wall St. Rank held bluebird bio as of Q4 2024.

Based on Prospera Financial Services's 13F filing for Q4 2024, filed 13 Feb 2025.