RPWA
BLUE

Regent Peak Wealth Advisors’s bluebird bio BLUE Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-3
Closed -$2K – 249
2020
Q4 		$2K Buy
+3
New +$1.9K ﹤0.01% 798

Other funds holding BLUE

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
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
First Trust Advisors
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Regent Peak Wealth Advisors's BLUE Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of bluebird bio (BLUE) in Q1 2021, closing a stake of 3 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in BLUE in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 229 funds tracked by Wall St. Rank hold BLUE as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining bluebird bio position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 3 bluebird bio shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in bluebird bio in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's bluebird bio position peaked at $2K in Q4 2020.
  • 229 funds tracked by Wall St. Rank held bluebird bio as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.