TrinityPoint Wealth’s bluebird bio BLUE Stock Holding History

TrinityPoint Wealth’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	-500	Closed	-$5.2K	–	338
2024 Q3	$5.2K	Hold	500	–	–	﹤0.01%	330
2024 Q2	$9.84K	Hold	500	–	–	﹤0.01%	309
2024 Q1	$12.8K	Hold	500	–	–	﹤0.01%	307
2023 Q4	$13.8K	Hold	500	–	–	﹤0.01%	296
2023 Q3	$30.4K	Hold	500	–	–	0.01%	286
2023 Q2	$32.9K	Sell	500 -500	-50%	-$36.6K	0.01%	277
2023 Q1	$63.6K	Hold	1,000	–	–	0.01%	269
2022 Q4	$138K	Buy	+1,000	New	+$141K	0.03%	268

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

TrinityPoint Wealth's BLUE Position: Q4 2024 in Review

TrinityPoint Wealth sold out of bluebird bio (BLUE) in Q4 2024, closing a stake of 500 shares — an estimated $5.2K sold.

TrinityPoint Wealth first reported a position in BLUE in Q4 2022 and held it in 8 quarters. The position peaked at $138K in Q4 2022. 83 funds tracked by Wall St. Rank hold BLUE as of Q4 2024.

TrinityPoint Wealth reported no remaining bluebird bio position as of Q4 2024 after selling out during the quarter.
TrinityPoint Wealth sold 500 bluebird bio shares in Q4 2024, an estimated $5.2K.
TrinityPoint Wealth first reported a position in bluebird bio in Q4 2022 and held it in 8 quarters.
TrinityPoint Wealth's bluebird bio position peaked at $138K in Q4 2022.
83 funds tracked by Wall St. Rank held bluebird bio as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.