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WR Wealth Planners’s Blue Bird Corp BLBD Stock Holding History

WR Wealth Planners’s Portfolio BLBD Stock Details BLBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$232 Hold
6
– – ﹤0.01% 1062
2024
Q3 		$288 Hold
6
– – ﹤0.01% 1091
2024
Q2 		$323 Buy
+6
New +$276 ﹤0.01% 1074

Other funds holding BLBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WR Wealth Planners's BLBD Position: Q4 2024 in Review

WR Wealth Planners held its Blue Bird Corp (BLBD) position steady in Q4 2024 at 6 shares worth $232. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

WR Wealth Planners first reported a position in BLBD in Q2 2024 and has held it in 3 quarters since. The position peaked at $323 in Q2 2024. 232 funds tracked by Wall St. Rank hold BLBD as of Q4 2024.

  • WR Wealth Planners held 6 shares of Blue Bird Corp worth $232 as of Q4 2024.
  • WR Wealth Planners left its Blue Bird Corp share count unchanged in Q4 2024.
  • Blue Bird Corp made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1062 holding.
  • WR Wealth Planners first reported a position in Blue Bird Corp in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's Blue Bird Corp position peaked at $323 in Q2 2024.
  • 232 funds tracked by Wall St. Rank held Blue Bird Corp as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.