Semus Wealth Partners’s bluebird bio BLUE Stock Holding History

Semus Wealth Partners’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	-510	Closed	-$5.3K	–	117
2024 Q3	$5.3K	Buy	+510	New	+$8.48K	﹤0.01%	121

Other funds holding BLUE

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Semus Wealth Partners's BLUE Position: Q4 2024 in Review

Semus Wealth Partners sold out of bluebird bio (BLUE) in Q4 2024, closing a stake of 510 shares — an estimated $5.3K sold.

Semus Wealth Partners first reported a position in BLUE in Q3 2024 and held it in 1 quarter. The position peaked at $5.3K in Q3 2024. 83 funds tracked by Wall St. Rank hold BLUE as of Q4 2024.

Semus Wealth Partners reported no remaining bluebird bio position as of Q4 2024 after selling out during the quarter.
Semus Wealth Partners sold 510 bluebird bio shares in Q4 2024, an estimated $5.3K.
Semus Wealth Partners first reported a position in bluebird bio in Q3 2024 and held it in 1 quarter.
Semus Wealth Partners's bluebird bio position peaked at $5.3K in Q3 2024.
83 funds tracked by Wall St. Rank held bluebird bio as of Q4 2024.

Based on Semus Wealth Partners's 13F filing for Q4 2024, filed 31 Jan 2025.