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Caliber Wealth Management (Utah)’s JetBlue JBLU Stock Holding History

Caliber Wealth Management (Utah)’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
2023
Q4 		– Sell
-203,066
Closed -$934K – 57
2023
Q3 		$934K Buy
203,066
+31,278
+18% +$206K 0.63% 46
2023
Q2 		$1.52M Buy
+171,788
New +$1.25M 1.02% 43

Other funds holding JBLU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Caliber Wealth Management (Utah)'s JBLU Position: Q4 2023 in Review

Caliber Wealth Management (Utah) sold out of JetBlue (JBLU) in Q4 2023, closing a stake of 203,066 shares — an estimated $934K sold.

Caliber Wealth Management (Utah) first reported a position in JBLU in Q2 2023 and held it in 2 quarters. The position peaked at $1.52M in Q2 2023. 335 funds tracked by Wall St. Rank hold JBLU as of Q4 2023.

  • Caliber Wealth Management (Utah) reported no remaining JetBlue position as of Q4 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 203,066 JetBlue shares in Q4 2023, an estimated $934K.
  • Caliber Wealth Management (Utah) first reported a position in JetBlue in Q2 2023 and held it in 2 quarters.
  • Caliber Wealth Management (Utah)'s JetBlue position peaked at $1.52M in Q2 2023.
  • 335 funds tracked by Wall St. Rank held JetBlue as of Q4 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q4 2023, filed 23 Apr 2024.