APP
JBLU icon

Avantax Planning Partners’s JetBlue JBLU Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-2,000
Closed -$39K – 757
2018
Q3 		$39K Buy
+2,000
New +$37.9K ﹤0.01% 540
2018
Q2 		– Sell
-2,468
Closed -$50K – 859
2018
Q1 		$50K Buy
+2,468
New +$52.5K ﹤0.01% 526

Other funds holding JBLU

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Avantax Planning Partners's JBLU Position: Q4 2018 in Review

Avantax Planning Partners sold out of JetBlue (JBLU) in Q4 2018, closing a stake of 2,000 shares — an estimated $39K sold.

Avantax Planning Partners first reported a position in JBLU in Q1 2018 and held it in 2 quarters. The position peaked at $50K in Q1 2018. 360 funds tracked by Wall St. Rank hold JBLU as of Q4 2018.

  • Avantax Planning Partners reported no remaining JetBlue position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2,000 JetBlue shares in Q4 2018, an estimated $39K.
  • Avantax Planning Partners first reported a position in JetBlue in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's JetBlue position peaked at $50K in Q1 2018.
  • 360 funds tracked by Wall St. Rank held JetBlue as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.