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Clearstead Trust’s Joby Aviation JOBY Stock Holding History

Clearstead Trust’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
Q4 		– Sell
-2,000
Closed -$9K – 392
2022
Q3 		$9K Hold
2,000
– – ﹤0.01% 293
2022
Q2 		$10K Sell
2,000
-19,871
-91% -$105K 0.01% 152
2022
Q1 		$3.88M Buy
+21,871
New +$113K 2.51% 16

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EPL
EDBI Pte Ltd Singapore $94.4M AUM 32.71% 1-Year Est. Return

Clearstead Trust's JOBY Position: Q4 2022 in Review

Clearstead Trust sold out of Joby Aviation (JOBY) in Q4 2022, closing a stake of 2,000 shares — an estimated $9K sold.

Clearstead Trust first reported a position in JOBY in Q1 2022 and held it in 3 quarters. The position peaked at $3.88M in Q1 2022. 189 funds tracked by Wall St. Rank hold JOBY as of Q4 2022.

  • Clearstead Trust reported no remaining Joby Aviation position as of Q4 2022 after selling out during the quarter.
  • Clearstead Trust sold 2,000 Joby Aviation shares in Q4 2022, an estimated $9K.
  • Clearstead Trust first reported a position in Joby Aviation in Q1 2022 and held it in 3 quarters.
  • Clearstead Trust's Joby Aviation position peaked at $3.88M in Q1 2022.
  • 189 funds tracked by Wall St. Rank held Joby Aviation as of Q4 2022.

Based on Clearstead Trust's 13F filing for Q4 2022, filed 1 Feb 2023.