Centerpoint Advisors’s JetBlue JBLU Stock Holding History

Centerpoint Advisors’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
2024 Q4	–	Sell	-500	Closed	-$3K	–	473
2024 Q3	$3K	Sell	500 -216	-30%	-$1.22K	﹤0.01%	417
2024 Q2	$4K	Hold	716	–	–	﹤0.01%	386
2024 Q1	$5K	Hold	716	–	–	﹤0.01%	364
2023 Q4	$4K	Buy	716 +216	+43%	+$1.01K	﹤0.01%	368
2023 Q3	$2K	Sell	500 -1,000	-67%	-$6.58K	﹤0.01%	442
2023 Q2	$13K	Sell	1,500 -200	-12%	-$1.45K	0.01%	321
2023 Q1	$12K	Buy	1,700 +100	+6%	+$790	0.01%	341
2022 Q4	$10K	Buy	1,600 +1,000	+167%	+$7.31K	﹤0.01%	304
2022 Q3	$4K	Hold	600	–	–	﹤0.01%	279
2022 Q2	$5K	Hold	600	–	–	﹤0.01%	270
2022 Q1	$9K	Hold	600	–	–	﹤0.01%	232
2021 Q4	$9K	Sell	600 -400	-40%	-$5.88K	﹤0.01%	231
2021 Q3	$15K	Hold	1,000	–	–	0.01%	177
2021 Q2	$17K	Hold	1,000	–	–	0.01%	173
2021 Q1	$20K	Hold	1,000	–	–	0.01%	136
2020 Q4	$15K	Hold	1,000	–	–	0.01%	141
2020 Q3	$11K	Buy	1,000 +500	+100%	+$5.61K	0.01%	143
2020 Q2	$5K	Hold	500	–	–	﹤0.01%	205
2020 Q1	$4K	Buy	+500	New	+$8.29K	﹤0.01%	199

Other funds holding JBLU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return