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CAPTRUST Financial Advisors’s
St. Joe Company
JOE
Stock Holding History
CAPTRUST Financial Advisors’s Portfolio
JOE Stock Details
JOE Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$217K
Buy
+3,450
New
+$231K
﹤0.01%
2627
2022
Q3
–
Sell
-692
Closed
-$27K
–
3084
2022
Q2
$27K
Buy
692
+178
+35%
+$8.88K
﹤0.01%
3196
2022
Q1
$30K
Buy
514
+54
+12%
+$2.79K
﹤0.01%
3148
2021
Q4
$24K
Buy
460
+107
+30%
+$5.19K
﹤0.01%
3170
2021
Q3
$15K
Hold
353
–
–
﹤0.01%
3355
2021
Q2
$16K
Hold
353
–
–
﹤0.01%
3265
2021
Q1
$15K
Buy
353
+193
+121%
+$9.23K
﹤0.01%
3192
2020
Q4
$7K
Buy
160
+60
+60%
+$1.91K
﹤0.01%
2701
2020
Q3
$2K
Hold
100
–
–
﹤0.01%
2776
2020
Q2
$2K
Buy
+100
New
+$1.84K
﹤0.01%
2610
Other funds holding JOE
FCM
Fairholme Capital Management
South Miami, Florida
$1.51B AUM
28.27%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Select Equity Group
New York
$18.8B AUM
17.33%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
PP
Praetorian PR
Rincon, Puerto Rico
$275M AUM
84.95%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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