SWRP
BPMC

Summit Wealth & Retirement Planning’s Blueprint Medicines BPMC Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio BPMC Stock Details BPMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,987
Closed -$262K – 105
2022
Q4 		$262K Hold
5,987
– – 0.11% 87
2022
Q3 		$394K Hold
5,987
– – 0.16% 75
2022
Q2 		$302K Sell
5,987
-125
-2% -$7.32K 0.12% 88
2022
Q1 		$390K Sell
6,112
-180
-3% -$12.9K 0.14% 77
2021
Q4 		$674K Sell
6,292
-160
-2% -$16.7K 0.23% 55
2021
Q3 		$663K Sell
6,452
-618
-9% -$57.5K 0.24% 53
2021
Q2 		$622K Sell
7,070
-195
-3% -$17.9K 0.23% 56
2021
Q1 		$706K Sell
7,265
-960
-12% -$95.8K 0.26% 60
2020
Q4 		$922K Sell
8,225
-30
-0.4% -$3.16K 0.35% 54
2020
Q3 		$765K Sell
8,255
-100
-1% -$7.7K 0.33% 53
2020
Q2 		$652K Sell
8,355
-150
-2% -$10.1K 0.31% 61
2020
Q1 		$497K Buy
8,505
+1,185
+16% +$76.3K 0.27% 71
2019
Q4 		$586K Sell
7,320
-25
-0.3% -$1.87K 0.26% 76
2019
Q3 		$540K Hold
7,345
– – 0.33% 66
2019
Q2 		$693K Buy
7,345
+1,210
+20% +$99.9K 0.41% 58
2019
Q1 		$491K Sell
6,135
-7,170
-54% -$530K 0.29% 79
2018
Q4 		$717K Buy
+13,305
New +$809K 0.54% 46

Other funds holding BPMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Wealth & Retirement Planning's BPMC Position: Q1 2023 in Review

Summit Wealth & Retirement Planning sold out of Blueprint Medicines (BPMC) in Q1 2023, closing a stake of 5,987 shares — an estimated $262K sold.

Summit Wealth & Retirement Planning first reported a position in BPMC in Q4 2018 and held it in 17 quarters. The position peaked at $922K in Q4 2020. 214 funds tracked by Wall St. Rank hold BPMC as of Q1 2023.

  • Summit Wealth & Retirement Planning reported no remaining Blueprint Medicines position as of Q1 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 5,987 Blueprint Medicines shares in Q1 2023, an estimated $262K.
  • Summit Wealth & Retirement Planning first reported a position in Blueprint Medicines in Q4 2018 and held it in 17 quarters.
  • Summit Wealth & Retirement Planning's Blueprint Medicines position peaked at $922K in Q4 2020.
  • 214 funds tracked by Wall St. Rank held Blueprint Medicines as of Q1 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2023, filed 11 May 2023.