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Annis Gardner Whiting Capital Advisors’s JetBlue JBLU Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2024
Q1 		– Sell
-200
Closed -$1.11K – 954
2023
Q4 		$1.11K Buy
+200
New +$937 ﹤0.01% 663

Other funds holding JBLU

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's JBLU Position: Q1 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of JetBlue (JBLU) in Q1 2024, closing a stake of 200 shares — an estimated $1.11K sold.

Annis Gardner Whiting Capital Advisors first reported a position in JBLU in Q4 2023 and held it in 1 quarter. The position peaked at $1.11K in Q4 2023. 340 funds tracked by Wall St. Rank hold JBLU as of Q1 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining JetBlue position as of Q1 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 200 JetBlue shares in Q1 2024, an estimated $1.11K.
  • Annis Gardner Whiting Capital Advisors first reported a position in JetBlue in Q4 2023 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's JetBlue position peaked at $1.11K in Q4 2023.
  • 340 funds tracked by Wall St. Rank held JetBlue as of Q1 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2024, filed 13 May 2024.