WAP
BLUE

Wealthcare Advisory Partners’s bluebird bio BLUE Stock Holding History

Wealthcare Advisory Partners’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
Q3 		– Sell
-890
Closed -$17.5K – 878
2024
Q2 		$17.5K Buy
+890
New +$17.8K ﹤0.01% 819
2020
Q2 		– Sell
-15
Closed -$9K – 429
2020
Q1 		$9K Buy
+15
New +$14.6K ﹤0.01% 940
2018
Q2 		– Sell
-77
Closed -$171K – 1232
2018
Q1 		$171K Buy
+77
New +$196K 0.04% 210

Other funds holding BLUE

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthcare Advisory Partners's BLUE Position: Q3 2024 in Review

Wealthcare Advisory Partners sold out of bluebird bio (BLUE) in Q3 2024, closing a stake of 890 shares — an estimated $17.5K sold.

Wealthcare Advisory Partners first reported a position in BLUE in Q1 2018 and held it in 3 quarters. The position peaked at $171K in Q1 2018. 140 funds tracked by Wall St. Rank hold BLUE as of Q3 2024.

  • Wealthcare Advisory Partners reported no remaining bluebird bio position as of Q3 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 890 bluebird bio shares in Q3 2024, an estimated $17.5K.
  • Wealthcare Advisory Partners first reported a position in bluebird bio in Q1 2018 and held it in 3 quarters.
  • Wealthcare Advisory Partners's bluebird bio position peaked at $171K in Q1 2018.
  • 140 funds tracked by Wall St. Rank held bluebird bio as of Q3 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2024, filed 4 Nov 2024.