AIA
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Avalon Investment & Advisory’s Joby Aviation JOBY Stock Holding History

Avalon Investment & Advisory’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-14,000
Closed -$69K – 308
2022
Q2 		$69K Buy
14,000
+4,000
+40% +$21.1K ﹤0.01% 307
2022
Q1 		$66K Hold
10,000
– – ﹤0.01% 318
2021
Q4 		$73K Buy
+10,000
New +$83.2K ﹤0.01% 299

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
EPL
EDBI Pte Ltd Singapore $94.4M AUM 32.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avalon Investment & Advisory's JOBY Position: Q3 2022 in Review

Avalon Investment & Advisory sold out of Joby Aviation (JOBY) in Q3 2022, closing a stake of 14,000 shares — an estimated $69K sold.

Avalon Investment & Advisory first reported a position in JOBY in Q4 2021 and held it in 3 quarters. The position peaked at $73K in Q4 2021. 166 funds tracked by Wall St. Rank hold JOBY as of Q3 2022.

  • Avalon Investment & Advisory reported no remaining Joby Aviation position as of Q3 2022 after selling out during the quarter.
  • Avalon Investment & Advisory sold 14,000 Joby Aviation shares in Q3 2022, an estimated $69K.
  • Avalon Investment & Advisory first reported a position in Joby Aviation in Q4 2021 and held it in 3 quarters.
  • Avalon Investment & Advisory's Joby Aviation position peaked at $73K in Q4 2021.
  • 166 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2022.

Based on Avalon Investment & Advisory's 13F filing for Q3 2022, filed 1 Nov 2022.