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Atria Wealth Solutions’s JetBlue JBLU Stock Holding History

Atria Wealth Solutions’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
Q3 		– Sell
-10,111
Closed -$61.6K – 1984
2024
Q2 		$61.6K Sell
10,111
-15,445
-60% -$93.1K ﹤0.01% 1876
2024
Q1 		$190K Buy
25,556
+11,200
+78% +$69.5K ﹤0.01% 1837
2023
Q4 		$79.7K Buy
14,356
+100
+0.7% +$469 ﹤0.01% 1863
2023
Q3 		$65.6K Buy
14,256
+274
+2% +$1.8K ﹤0.01% 1808
2023
Q2 		$124K Sell
13,982
-73
-0.5% -$531 ﹤0.01% 1767
2023
Q1 		$102K Hold
14,055
– – ﹤0.01% 1758
2022
Q4 		$91.1K Sell
14,055
-2,000
-12% -$14.6K ﹤0.01% 1705
2022
Q3 		$106K Buy
16,055
+4,055
+34% +$33K ﹤0.01% 1632
2022
Q2 		$100K Sell
12,000
-4,069
-25% -$43.5K ﹤0.01% 1530
2022
Q1 		$240K Buy
+16,069
New +$233K ﹤0.01% 1453

Other funds holding JBLU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $8.26B AUM 15.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's JBLU Position: Q3 2024 in Review

Atria Wealth Solutions sold out of JetBlue (JBLU) in Q3 2024, closing a stake of 10,111 shares — an estimated $61.6K sold.

Atria Wealth Solutions first reported a position in JBLU in Q1 2022 and held it in 10 quarters. The position peaked at $240K in Q1 2022. 347 funds tracked by Wall St. Rank hold JBLU as of Q3 2024.

  • Atria Wealth Solutions reported no remaining JetBlue position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,111 JetBlue shares in Q3 2024, an estimated $61.6K.
  • Atria Wealth Solutions first reported a position in JetBlue in Q1 2022 and held it in 10 quarters.
  • Atria Wealth Solutions's JetBlue position peaked at $240K in Q1 2022.
  • 347 funds tracked by Wall St. Rank held JetBlue as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.