Accurate Wealth Management’s Jabil JBL Stock Holding History

Accurate Wealth Management’s Portfolio JBL Stock Details JBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-833	Closed	-$60.1K	–	846
2022 Q4	$60.1K	Buy	+833	New	+$55.1K	0.02%	417

Other funds holding JBL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Accurate Wealth Management's JBL Position: Q1 2023 in Review

Accurate Wealth Management sold out of Jabil (JBL) in Q1 2023, closing a stake of 833 shares — an estimated $60.1K sold.

Accurate Wealth Management first reported a position in JBL in Q4 2022 and held it in 1 quarter. The position peaked at $60.1K in Q4 2022. 530 funds tracked by Wall St. Rank hold JBL as of Q1 2023.

Accurate Wealth Management reported no remaining Jabil position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 833 Jabil shares in Q1 2023, an estimated $60.1K.
Accurate Wealth Management first reported a position in Jabil in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Jabil position peaked at $60.1K in Q4 2022.
530 funds tracked by Wall St. Rank held Jabil as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.