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Avitas Wealth Management’s JetBlue JBLU Stock Holding History

Avitas Wealth Management’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
2021
Q2 		– Sell
-23,669
Closed -$481K – 207
2021
Q1 		$481K Buy
+23,669
New +$410K 0.09% 184

Other funds holding JBLU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avitas Wealth Management's JBLU Position: Q2 2021 in Review

Avitas Wealth Management sold out of JetBlue (JBLU) in Q2 2021, closing a stake of 23,669 shares — an estimated $481K sold.

Avitas Wealth Management first reported a position in JBLU in Q1 2021 and held it in 1 quarter. The position peaked at $481K in Q1 2021. 377 funds tracked by Wall St. Rank hold JBLU as of Q2 2021.

  • Avitas Wealth Management reported no remaining JetBlue position as of Q2 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 23,669 JetBlue shares in Q2 2021, an estimated $481K.
  • Avitas Wealth Management first reported a position in JetBlue in Q1 2021 and held it in 1 quarter.
  • Avitas Wealth Management's JetBlue position peaked at $481K in Q1 2021.
  • 377 funds tracked by Wall St. Rank held JetBlue as of Q2 2021.

Based on Avitas Wealth Management's 13F filing for Q2 2021, filed 12 Jul 2021.