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Alterna Wealth Management’s Jabil JBL Stock Holding History

Alterna 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
Q2 		– Sell
-2,713
Closed -$239K – 117
2023
Q1 		$239K Sell
2,713
-924
-25% -$74.4K 0.3% 67
2022
Q4 		$248K Hold
3,637
– – 0.28% 64
2022
Q3 		$210K Buy
+3,637
New +$212K 0.25% 66
2019
Q4 		– Sell
-7,477
Closed -$267K – 124
2019
Q3 		$267K Buy
7,477
+700
+10% +$21.1K 0.32% 65
2019
Q2 		$214K Buy
+6,777
New +$195K 0.26% 76

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Alterna Wealth Management's JBL Position: Q2 2023 in Review

Alterna Wealth Management sold out of Jabil (JBL) in Q2 2023, closing a stake of 2,713 shares — an estimated $239K sold.

Alterna Wealth Management first reported a position in JBL in Q2 2019 and held it in 5 quarters. The position peaked at $267K in Q3 2019. 587 funds tracked by Wall St. Rank hold JBL as of Q2 2023.

  • Alterna Wealth Management reported no remaining Jabil position as of Q2 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 2,713 Jabil shares in Q2 2023, an estimated $239K.
  • Alterna Wealth Management first reported a position in Jabil in Q2 2019 and held it in 5 quarters.
  • Alterna Wealth Management's Jabil position peaked at $267K in Q3 2019.
  • 587 funds tracked by Wall St. Rank held Jabil as of Q2 2023.

Based on Alterna Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.