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Charter Oak Capital Management’s Joby Aviation JOBY Stock Holding History

Charter Oak Capital 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
2022
Q1 		– Sell
-251
Closed -$2K – 1000
2021
Q4 		$2K Buy
+251
New +$2.09K ﹤0.01% 782

Other funds holding JOBY

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IC
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CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EPL
EDBI Pte Ltd Singapore $94.4M AUM 32.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charter Oak Capital Management's JOBY Position: Q1 2022 in Review

Charter Oak Capital Management sold out of Joby Aviation (JOBY) in Q1 2022, closing a stake of 251 shares — an estimated $2K sold.

Charter Oak Capital Management first reported a position in JOBY in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 136 funds tracked by Wall St. Rank hold JOBY as of Q1 2022.

  • Charter Oak Capital Management reported no remaining Joby Aviation position as of Q1 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 251 Joby Aviation shares in Q1 2022, an estimated $2K.
  • Charter Oak Capital Management first reported a position in Joby Aviation in Q4 2021 and held it in 1 quarter.
  • Charter Oak Capital Management's Joby Aviation position peaked at $2K in Q4 2021.
  • 136 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2022.

Based on Charter Oak Capital Management's 13F filing for Q1 2022, filed 5 May 2022.