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Cedar Wealth Management’s JetBlue JBLU Stock Holding History

Cedar Wealth Management’s Portfolio JBLU Stock Details JBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-44,340
Closed -$663K – 358
2022
Q1 		$663K Buy
44,340
+5,095
+13% +$73.8K 0.27% 60
2021
Q4 		$559K Buy
39,245
+14,245
+57% +$209K 0.23% 75
2021
Q3 		$382K Buy
+25,000
New +$384K 0.17% 83

Other funds holding JBLU

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cedar Wealth Management's JBLU Position: Q2 2022 in Review

Cedar Wealth Management sold out of JetBlue (JBLU) in Q2 2022, closing a stake of 44,340 shares — an estimated $663K sold.

Cedar Wealth Management first reported a position in JBLU in Q3 2021 and held it in 3 quarters. The position peaked at $663K in Q1 2022. 376 funds tracked by Wall St. Rank hold JBLU as of Q2 2022.

  • Cedar Wealth Management reported no remaining JetBlue position as of Q2 2022 after selling out during the quarter.
  • Cedar Wealth Management sold 44,340 JetBlue shares in Q2 2022, an estimated $663K.
  • Cedar Wealth Management first reported a position in JetBlue in Q3 2021 and held it in 3 quarters.
  • Cedar Wealth Management's JetBlue position peaked at $663K in Q1 2022.
  • 376 funds tracked by Wall St. Rank held JetBlue as of Q2 2022.

Based on Cedar Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.