TL
BLUE

TrueWealth LLC’s bluebird bio BLUE Stock Holding History

TrueWealth LLC’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
2019
Q1 		– Sell
-12
Closed -$15K – 726
2018
Q4 		$15K Hold
12
– – 0.01% 388
2018
Q3 		$22K Hold
12
– – 0.01% 375
2018
Q2 		$24K Buy
+12
New +$27.4K 0.01% 360

Other funds holding BLUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

TrueWealth LLC's BLUE Position: Q1 2019 in Review

TrueWealth LLC sold out of bluebird bio (BLUE) in Q1 2019, closing a stake of 12 shares — an estimated $15K sold.

TrueWealth LLC first reported a position in BLUE in Q2 2018 and held it in 3 quarters. The position peaked at $24K in Q2 2018. 288 funds tracked by Wall St. Rank hold BLUE as of Q1 2019.

  • TrueWealth LLC reported no remaining bluebird bio position as of Q1 2019 after selling out during the quarter.
  • TrueWealth LLC sold 12 bluebird bio shares in Q1 2019, an estimated $15K.
  • TrueWealth LLC first reported a position in bluebird bio in Q2 2018 and held it in 3 quarters.
  • TrueWealth LLC's bluebird bio position peaked at $24K in Q2 2018.
  • 288 funds tracked by Wall St. Rank held bluebird bio as of Q1 2019.

Based on TrueWealth LLC's 13F filing for Q1 2019, filed 24 Apr 2019.