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CarsonAllaria Wealth Management’s Joby Aviation JOBY Stock Holding History

CarsonAllaria Wealth Management’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
Q3 		– Sell
-1,631
Closed -$17.2K – 214
2025
Q2 		$17.2K Hold
1,631
– – 0.01% 207
2025
Q1 		$9.82K Buy
+1,631
New +$12.2K 0.01% 253
2024
Q4 		– Sell
-200
Closed -$1.01K – 379
2024
Q3 		$1.01K Hold
200
– – ﹤0.01% 366
2024
Q2 		$1.02K Hold
200
– – ﹤0.01% 348
2024
Q1 		$1.07K Hold
200
– – ﹤0.01% 364
2023
Q4 		$1.33K Hold
200
– – ﹤0.01% 321
2023
Q3 		$1.29K Hold
200
– – ﹤0.01% 325
2023
Q2 		$2.05K Hold
200
– – ﹤0.01% 315
2023
Q1 		$868 Hold
200
– – ﹤0.01% 343
2022
Q4 		$1K Buy
+200
New +$810 ﹤0.01% 320

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return

CarsonAllaria Wealth Management's JOBY Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Joby Aviation (JOBY) in Q3 2025, closing a stake of 1,631 shares — an estimated $17.2K sold.

CarsonAllaria Wealth Management first reported a position in JOBY in Q4 2022 and held it in 10 quarters. The position peaked at $17.2K in Q2 2025. 461 funds tracked by Wall St. Rank hold JOBY as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Joby Aviation position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 1,631 Joby Aviation shares in Q3 2025, an estimated $17.2K.
  • CarsonAllaria Wealth Management first reported a position in Joby Aviation in Q4 2022 and held it in 10 quarters.
  • CarsonAllaria Wealth Management's Joby Aviation position peaked at $17.2K in Q2 2025.
  • 461 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.