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Bartlett & Co Wealth Management’s Joby Aviation JOBY Stock Holding History

Bartlett & Co Wealth Management’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-475
Closed -$2.39K – 1136
2024
Q3 		$2.39K Hold
475
– – ﹤0.01% 1030
2024
Q2 		$2.42K Hold
475
– – ﹤0.01% 1043
2024
Q1 		$2.55K Hold
475
– – ﹤0.01% 1023
2023
Q4 		$3.28K Hold
475
– – ﹤0.01% 1119
2023
Q3 		$3.06K Buy
+475
New +$3.75K ﹤0.01% 1043
2023
Q2 		– Sell
-1,000
Closed -$4.34K – 1171
2023
Q1 		$4.34K Hold
1,000
– – ﹤0.01% 916
2022
Q4 		$3.35K Hold
1,000
– – ﹤0.01% 971
2022
Q3 		$4.33K Buy
+1,000
New +$5.48K ﹤0.01% 952

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co Wealth Management's JOBY Position: Q4 2024 in Review

Bartlett & Co Wealth Management sold out of Joby Aviation (JOBY) in Q4 2024, closing a stake of 475 shares — an estimated $2.39K sold.

Bartlett & Co Wealth Management first reported a position in JOBY in Q3 2022 and held it in 8 quarters. The position peaked at $4.34K in Q1 2023. 330 funds tracked by Wall St. Rank hold JOBY as of Q4 2024.

  • Bartlett & Co Wealth Management reported no remaining Joby Aviation position as of Q4 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 475 Joby Aviation shares in Q4 2024, an estimated $2.39K.
  • Bartlett & Co Wealth Management first reported a position in Joby Aviation in Q3 2022 and held it in 8 quarters.
  • Bartlett & Co Wealth Management's Joby Aviation position peaked at $4.34K in Q1 2023.
  • 330 funds tracked by Wall St. Rank held Joby Aviation as of Q4 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.