CAPTRUST Financial Advisors
JOBY icon

CAPTRUST Financial Advisors’s Joby Aviation JOBY Stock Holding History

CAPTRUST Financial Advisors’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
2026
Q1 		$448K Buy
54,304
+20,036
+58% +$226K ﹤0.01% 2108
2025
Q4 		$452K Buy
34,268
+4,564
+15% +$70K ﹤0.01% 1957
2025
Q3 		$479K Buy
29,704
+6,855
+30% +$104K ﹤0.01% 1845
2025
Q2 		$241K Sell
22,849
-1,059
-4% -$7.66K ﹤0.01% 2183
2025
Q1 		$144K Buy
23,908
+2,692
+13% +$20.2K ﹤0.01% 2205
2024
Q4 		$172K Buy
+21,216
New +$141K ﹤0.01% 2159
2022
Q3 		– Sell
-435
Closed -$2K – 3083
2022
Q2 		$2K Buy
+435
New +$2.29K ﹤0.01% 4476
2022
Q1 		– Sell
-100
Closed -$1K – 5026
2021
Q4 		$1K Buy
+100
New +$832 ﹤0.01% 4581

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return