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Cassaday & Co Wealth Management’s Joby Aviation JOBY Stock Holding History

Cassaday & Co 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
Q2 		– Sell
-10,000
Closed -$60.2K – 337
2025
Q1 		$60.2K Buy
+10,000
New +$74.9K ﹤0.01% 314

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

Cassaday & Co Wealth Management's JOBY Position: Q2 2025 in Review

Cassaday & Co Wealth Management sold out of Joby Aviation (JOBY) in Q2 2025, closing a stake of 10,000 shares — an estimated $60.2K sold.

Cassaday & Co Wealth Management first reported a position in JOBY in Q1 2025 and held it in 1 quarter. The position peaked at $60.2K in Q1 2025. 393 funds tracked by Wall St. Rank hold JOBY as of Q2 2025.

  • Cassaday & Co Wealth Management reported no remaining Joby Aviation position as of Q2 2025 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 10,000 Joby Aviation shares in Q2 2025, an estimated $60.2K.
  • Cassaday & Co Wealth Management first reported a position in Joby Aviation in Q1 2025 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Joby Aviation position peaked at $60.2K in Q1 2025.
  • 393 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2025.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.