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Clearstead Advisors’s JetBlue JBLU Stock Holding History

Clearstead 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
2021
Q3 		– Sell
-2,768
Closed -$46K – 1337
2021
Q2 		$46K Hold
2,768
– – ﹤0.01% 573
2021
Q1 		$56K Hold
2,768
– – ﹤0.01% 529
2020
Q4 		$40K Hold
2,768
– – ﹤0.01% 540
2020
Q3 		$31K Hold
2,768
– – ﹤0.01% 533
2020
Q2 		$30K Sell
2,768
-400
-13% -$3.94K ﹤0.01% 488
2020
Q1 		$28K Buy
+3,168
New +$52.5K ﹤0.01% 470

Other funds holding JBLU

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

Clearstead Advisors's JBLU Position: Q3 2021 in Review

Clearstead Advisors sold out of JetBlue (JBLU) in Q3 2021, closing a stake of 2,768 shares — an estimated $46K sold.

Clearstead Advisors first reported a position in JBLU in Q1 2020 and held it in 6 quarters. The position peaked at $56K in Q1 2021. 379 funds tracked by Wall St. Rank hold JBLU as of Q3 2021.

  • Clearstead Advisors reported no remaining JetBlue position as of Q3 2021 after selling out during the quarter.
  • Clearstead Advisors sold 2,768 JetBlue shares in Q3 2021, an estimated $46K.
  • Clearstead Advisors first reported a position in JetBlue in Q1 2020 and held it in 6 quarters.
  • Clearstead Advisors's JetBlue position peaked at $56K in Q1 2021.
  • 379 funds tracked by Wall St. Rank held JetBlue as of Q3 2021.

Based on Clearstead Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.