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Aventura Private Wealth’s Jabil JBL Stock Holding History

Aventura Private Wealth’s Portfolio JBL Stock Details JBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$146K Hold
548
– – 0.05% 179
2025
Q4 		$125K Sell
548
-14
-2% -$2.99K 0.04% 190
2025
Q3 		$122K Hold
562
– – 0.05% 200
2025
Q2 		$123K Hold
562
– – 0.05% 181
2025
Q1 		$76.5K Hold
562
– – 0.04% 215
2024
Q4 		$80.9K Buy
+562
New +$73.7K 0.04% 209

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TYCC
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VPM
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State Street
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Wellington Management Group
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return