Spire Wealth Management’s bluebird bio BLUE Stock Holding History

Spire Wealth Management’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
2022 Q2	–	Sell	-16	Closed	-$2K	–	2666
2022 Q1	$2K	Hold	16	–	–	﹤0.01%	2375
2021 Q4	$3K	Sell	16 -9	-36%	-$2.12K	﹤0.01%	2678
2021 Q3	$6K	Hold	25	–	–	﹤0.01%	2224
2021 Q2	$10K	Sell	25 -2	-7%	-$792	﹤0.01%	2102
2021 Q1	$10K	Buy	+27	New	+$13.3K	﹤0.01%	2403

Other funds holding BLUE

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spire Wealth Management's BLUE Position: Q2 2022 in Review

Spire Wealth Management sold out of bluebird bio (BLUE) in Q2 2022, closing a stake of 16 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in BLUE in Q1 2021 and held it in 5 quarters. The position peaked at $10K in Q2 2021. 151 funds tracked by Wall St. Rank hold BLUE as of Q2 2022.

Spire Wealth Management reported no remaining bluebird bio position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 16 bluebird bio shares in Q2 2022, an estimated $2K.
Spire Wealth Management first reported a position in bluebird bio in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's bluebird bio position peaked at $10K in Q2 2021.
151 funds tracked by Wall St. Rank held bluebird bio as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.