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Beaumont Financial Advisors’s JetBlue JBLU Stock Holding History

Beaumont 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
2020
Q4 		– Sell
-38,912
Closed -$441K – 349
2020
Q3 		$441K Hold
38,912
– – 0.04% 205
2020
Q2 		$424K Buy
38,912
+607
+2% +$5.98K 0.04% 199
2020
Q1 		$343K Buy
+38,305
New +$635K 0.04% 174

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Beaumont Financial Advisors's JBLU Position: Q4 2020 in Review

Beaumont Financial Advisors sold out of JetBlue (JBLU) in Q4 2020, closing a stake of 38,912 shares — an estimated $441K sold.

Beaumont Financial Advisors first reported a position in JBLU in Q1 2020 and held it in 3 quarters. The position peaked at $441K in Q3 2020. 342 funds tracked by Wall St. Rank hold JBLU as of Q4 2020.

  • Beaumont Financial Advisors reported no remaining JetBlue position as of Q4 2020 after selling out during the quarter.
  • Beaumont Financial Advisors sold 38,912 JetBlue shares in Q4 2020, an estimated $441K.
  • Beaumont Financial Advisors first reported a position in JetBlue in Q1 2020 and held it in 3 quarters.
  • Beaumont Financial Advisors's JetBlue position peaked at $441K in Q3 2020.
  • 342 funds tracked by Wall St. Rank held JetBlue as of Q4 2020.

Based on Beaumont Financial Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.