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Carolinas Wealth Consulting’s Joby Aviation JOBY Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-5,000
Closed -$30.1K – 502
2025
Q1 		$30.1K Hold
5,000
– – 0.01% 401
2024
Q4 		$40.6K Buy
+5,000
New +$33.2K 0.01% 392

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Carolinas Wealth Consulting's JOBY Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Joby Aviation (JOBY) in Q2 2025, closing a stake of 5,000 shares — an estimated $30.1K sold.

Carolinas Wealth Consulting first reported a position in JOBY in Q4 2024 and held it in 2 quarters. The position peaked at $40.6K in Q4 2024. 393 funds tracked by Wall St. Rank hold JOBY as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Joby Aviation position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5,000 Joby Aviation shares in Q2 2025, an estimated $30.1K.
  • Carolinas Wealth Consulting first reported a position in Joby Aviation in Q4 2024 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Joby Aviation position peaked at $40.6K in Q4 2024.
  • 393 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.