SWM
BLUE

Sugarloaf Wealth Management’s bluebird bio BLUE Stock Holding History

Sugarloaf 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
2021
Q2 		– Sell
-41
Closed -$19 – 758
2021
Q1 		$19 Sell
41
-36
-47% -$17.7K 0.01% 413
2020
Q4 		$43K Buy
+77
New +$48.8K 0.01% 266
2020
Q1 		– Sell
-5
Closed -$5K – 690
2019
Q4 		$5K Buy
+5
New +$5.43K ﹤0.01% 534

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Sugarloaf Wealth Management's BLUE Position: Q2 2021 in Review

Sugarloaf Wealth Management sold out of bluebird bio (BLUE) in Q2 2021, closing a stake of 41 shares — an estimated $19 sold.

Sugarloaf Wealth Management first reported a position in BLUE in Q4 2019 and held it in 3 quarters. The position peaked at $43K in Q4 2020. 232 funds tracked by Wall St. Rank hold BLUE as of Q2 2021.

  • Sugarloaf Wealth Management reported no remaining bluebird bio position as of Q2 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 41 bluebird bio shares in Q2 2021, an estimated $19.
  • Sugarloaf Wealth Management first reported a position in bluebird bio in Q4 2019 and held it in 3 quarters.
  • Sugarloaf Wealth Management's bluebird bio position peaked at $43K in Q4 2020.
  • 232 funds tracked by Wall St. Rank held bluebird bio as of Q2 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.