SFS
BLUE

Sowell Financial Services’s bluebird bio BLUE Stock Holding History

Sowell 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
2021
Q2 		– Sell
-59
Closed -$23K – 797
2021
Q1 		$23K Buy
59
+41
+228% +$20.2K ﹤0.01% 1992
2020
Q4 		$10K Buy
18
+11
+157% +$6.97K ﹤0.01% 1996
2020
Q3 		$5K Buy
+7
New +$5.46K ﹤0.01% 1979
2020
Q1 		– Sell
-3
Closed -$4K – 2433
2019
Q4 		$4K Sell
3
-1
-25% -$1.09K ﹤0.01% 1947
2019
Q3 		$5K Buy
+4
New +$6.11K ﹤0.01% 1746

Other funds holding BLUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

Sowell Financial Services's BLUE Position: Q2 2021 in Review

Sowell Financial Services sold out of bluebird bio (BLUE) in Q2 2021, closing a stake of 59 shares — an estimated $23K sold.

Sowell Financial Services first reported a position in BLUE in Q3 2019 and held it in 5 quarters. The position peaked at $23K in Q1 2021. 232 funds tracked by Wall St. Rank hold BLUE as of Q2 2021.

  • Sowell Financial Services reported no remaining bluebird bio position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 59 bluebird bio shares in Q2 2021, an estimated $23K.
  • Sowell Financial Services first reported a position in bluebird bio in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's bluebird bio position peaked at $23K in Q1 2021.
  • 232 funds tracked by Wall St. Rank held bluebird bio as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.