VFA
BLUE

Valeo Financial Advisors’s bluebird bio BLUE Stock Holding History

Valeo Financial Advisors’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
-218
Closed -$85K – 679
2021
Q1 		$85K Buy
218
+22
+11% +$10.8K ﹤0.01% 670
2020
Q4 		$110K Buy
196
+193
+6,433% +$122K 0.01% 538
2020
Q3 		$2K Hold
3
– – ﹤0.01% 1390
2020
Q2 		$2K Hold
3
– – ﹤0.01% 1730
2020
Q1 		$2K Sell
3
-5
-63% -$4.87K ﹤0.01% 1490
2019
Q4 		$9K Hold
8
– – ﹤0.01% 1131
2019
Q3 		$9K Hold
8
– – ﹤0.01% 1044
2019
Q2 		$13K Hold
8
– – ﹤0.01% 953
2019
Q1 		$16K Hold
8
– – ﹤0.01% 836
2018
Q4 		$10K Hold
8
– – ﹤0.01% 873
2018
Q3 		$11K Hold
8
– – ﹤0.01% 933
2018
Q2 		$16K Buy
+8
New +$18.2K ﹤0.01% 814

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

Valeo Financial Advisors's BLUE Position: Q2 2021 in Review

Valeo Financial Advisors sold out of bluebird bio (BLUE) in Q2 2021, closing a stake of 218 shares — an estimated $85K sold.

Valeo Financial Advisors first reported a position in BLUE in Q2 2018 and held it in 12 quarters. The position peaked at $110K in Q4 2020. 232 funds tracked by Wall St. Rank hold BLUE as of Q2 2021.

  • Valeo Financial Advisors reported no remaining bluebird bio position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 218 bluebird bio shares in Q2 2021, an estimated $85K.
  • Valeo Financial Advisors first reported a position in bluebird bio in Q2 2018 and held it in 12 quarters.
  • Valeo Financial Advisors's bluebird bio position peaked at $110K in Q4 2020.
  • 232 funds tracked by Wall St. Rank held bluebird bio as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.