TFC Financial Management’s bluebird bio BLUE Stock Holding History

TFC Financial 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
2024 Q4	–	Sell	-1	Closed	-$7	–	984
2024 Q3	$7	Hold	1	–	–	﹤0.01%	1000
2024 Q2	$12	Hold	1	–	–	﹤0.01%	963
2024 Q1	$16	Hold	1	–	–	﹤0.01%	904
2023 Q4	$17	Sell	1 -1	-50%	-$61	﹤0.01%	657
2023 Q3	$128	Hold	2	–	–	﹤0.01%	667
2023 Q2	$139	Buy	2 +1	+100%	+$73	﹤0.01%	639
2023 Q1	$39	Hold	1	–	–	﹤0.01%	684
2022 Q4	$83	Hold	1	–	–	﹤0.01%	526
2022 Q3	$0	Hold	1	–	–	﹤0.01%	530
2022 Q2	$0	Hold	1	–	–	﹤0.01%	530
2022 Q1	$0	Hold	1	–	–	﹤0.01%	535
2021 Q4	$0	Hold	1	–	–	﹤0.01%	582
2021 Q3	$0	Hold	1	–	–	﹤0.01%	572
2021 Q2	$0	Hold	1	–	–	﹤0.01%	578
2021 Q1	$0	Hold	1	–	–	﹤0.01%	573
2020 Q4	$1K	Hold	1	–	–	﹤0.01%	470
2020 Q3	$1K	Buy	+1	New	+$780	﹤0.01%	437

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

TFC Financial Management's BLUE Position: Q4 2024 in Review

TFC Financial Management sold out of bluebird bio (BLUE) in Q4 2024, closing a stake of 1 share — an estimated $7 sold.

TFC Financial Management first reported a position in BLUE in Q3 2020 and held it in 17 quarters. The position peaked at $1K in Q4 2020. 83 funds tracked by Wall St. Rank hold BLUE as of Q4 2024.

TFC Financial Management reported no remaining bluebird bio position as of Q4 2024 after selling out during the quarter.
TFC Financial Management sold 1 bluebird bio share in Q4 2024, an estimated $7.
TFC Financial Management first reported a position in bluebird bio in Q3 2020 and held it in 17 quarters.
TFC Financial Management's bluebird bio position peaked at $1K in Q4 2020.
83 funds tracked by Wall St. Rank held bluebird bio as of Q4 2024.

Based on TFC Financial Management's 13F filing for Q4 2024, filed 29 Jan 2025.