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Alterna Wealth Management’s JetBlue JBLU Stock Holding History

Alterna Wealth Management’s Portfolio JBLU Stock Details JBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-36,227
Closed -$582K – 225
2018
Q4 		$582K Buy
+36,227
New +$631K 0.09% 155

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alterna Wealth Management's JBLU Position: Q1 2019 in Review

Alterna Wealth Management sold out of JetBlue (JBLU) in Q1 2019, closing a stake of 36,227 shares — an estimated $582K sold.

Alterna Wealth Management first reported a position in JBLU in Q4 2018 and held it in 1 quarter. The position peaked at $582K in Q4 2018. 348 funds tracked by Wall St. Rank hold JBLU as of Q1 2019.

  • Alterna Wealth Management reported no remaining JetBlue position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 36,227 JetBlue shares in Q1 2019, an estimated $582K.
  • Alterna Wealth Management first reported a position in JetBlue in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's JetBlue position peaked at $582K in Q4 2018.
  • 348 funds tracked by Wall St. Rank held JetBlue as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.