B. Riley Wealth Management’s JetBlue JBLU Stock Holding History

B. Riley 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
2022 Q2	$88K	Buy	+10,455	New	+$112K	0.01%	635
2015 Q4	–	Sell	-8,718	Closed	-$224K	–	161
2015 Q3	$224K	Buy	8,718 +4,856	+126%	+$114K	0.32%	132
2015 Q2	$80K	Buy	3,862 +462	+14%	+$9.36K	0.06%	320
2015 Q1	$65K	Hold	3,400	–	–	0.05%	368
2014 Q4	$53K	Buy	+3,400	New	+$44.1K	0.04%	386

Other funds holding JBLU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Riley Wealth Management's JBLU Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in JetBlue (JBLU) in Q2 2022: 10,455 shares worth $88K. The stake represents 0.01% of the portfolio and ranks #635 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in JBLU as recently as Q3 2015.

B. Riley Wealth Management first reported a position in JBLU in Q4 2014 and has held it in 5 quarters since. The position peaked at $224K in Q3 2015. 376 funds tracked by Wall St. Rank hold JBLU as of Q2 2022.

B. Riley Wealth Management held 10,455 shares of JetBlue worth $88K as of Q2 2022.
JetBlue was a new B. Riley Wealth Management position in Q2 2022.
JetBlue made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #635 holding.
B. Riley Wealth Management first reported a position in JetBlue in Q4 2014 and has held it in 5 quarters since.
B. Riley Wealth Management's JetBlue position peaked at $224K in Q3 2015.
376 funds tracked by Wall St. Rank held JetBlue as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.