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Baron Silver Stevens Financial Advisors’s JetBlue JBLU Stock Holding History

Baron Silver Stevens Financial Advisors’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
Q4 		– Sell
-340
Closed -$858 – 122
2022
Q3 		$858 Buy
+340
New +$2.77K 0.23% 40
2021
Q1 		– Sell
-340
Closed -$4K – 259
2020
Q4 		$4K Buy
+340
New +$4.67K ﹤0.01% 332

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's JBLU Position: Q4 2022 in Review

Baron Silver Stevens Financial Advisors sold out of JetBlue (JBLU) in Q4 2022, closing a stake of 340 shares — an estimated $858 sold.

Baron Silver Stevens Financial Advisors first reported a position in JBLU in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q4 2020. 361 funds tracked by Wall St. Rank hold JBLU as of Q4 2022.

  • Baron Silver Stevens Financial Advisors reported no remaining JetBlue position as of Q4 2022 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 340 JetBlue shares in Q4 2022, an estimated $858.
  • Baron Silver Stevens Financial Advisors first reported a position in JetBlue in Q4 2020 and held it in 2 quarters.
  • Baron Silver Stevens Financial Advisors's JetBlue position peaked at $4K in Q4 2020.
  • 361 funds tracked by Wall St. Rank held JetBlue as of Q4 2022.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.