Baker Tilly Wealth Management’s Jabil JBL Stock Holding History

Baker Tilly Wealth Management’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
2024 Q2	–	Sell	-3,410	Closed	-$457K	–	350
2024 Q1	$457K	Sell	3,410 -12	-0.4%	-$1.61K	0.08%	276
2023 Q4	$436K	Sell	3,422 -45	-1%	-$5.73K	0.07%	308
2023 Q3	$440K	Sell	3,467 -58	-2%	-$6.34K	0.07%	288
2023 Q2	$380K	Sell	3,525 -50	-1%	-$4.4K	0.04%	406
2023 Q1	$315K	Sell	3,575 -138	-4%	-$11.1K	0.04%	444
2022 Q4	$253K	Sell	3,713 -370	-9%	-$24.5K	0.03%	469
2022 Q3	$236K	Sell	4,083 -5	-0.1%	-$291	0.03%	448
2022 Q2	$209K	Sell	4,088 -2	-0%	-$116	0.03%	464
2022 Q1	$252K	Buy	4,090 +25	+0.6%	+$1.54K	0.03%	454
2021 Q4	$286K	Hold	4,065	–	–	0.03%	439
2021 Q3	$237K	Sell	4,065 -34	-0.8%	-$2.02K	0.03%	457
2021 Q2	$238K	Hold	4,099	–	–	0.04%	444
2021 Q1	$214K	Buy	+4,099	New	+$187K	0.04%	437

Other funds holding JBL

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baker Tilly Wealth Management's JBL Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Jabil (JBL) in Q2 2024, closing a stake of 3,410 shares — an estimated $457K sold.

Baker Tilly Wealth Management first reported a position in JBL in Q1 2021 and held it in 13 quarters. The position peaked at $457K in Q1 2024. 683 funds tracked by Wall St. Rank hold JBL as of Q2 2024.

Baker Tilly Wealth Management reported no remaining Jabil position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 3,410 Jabil shares in Q2 2024, an estimated $457K.
Baker Tilly Wealth Management first reported a position in Jabil in Q1 2021 and held it in 13 quarters.
Baker Tilly Wealth Management's Jabil position peaked at $457K in Q1 2024.
683 funds tracked by Wall St. Rank held Jabil as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.