Clearview Wealth Advisors’s JetBlue JBLU Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-2,987	Closed	-$26.5K	–	378
2023 Q2	$26.5K	Buy	2,987 +100	+3%	+$727	0.03%	243
2023 Q1	$21K	Sell	2,887 -130	-4%	-$1.03K	0.02%	271
2022 Q4	$19.6K	Hold	3,017	–	–	0.02%	253
2022 Q3	$20K	Buy	3,017 +1,887	+167%	+$15.4K	0.02%	256
2022 Q2	$9K	Buy	1,130 +110	+11%	+$1.18K	0.01%	365
2022 Q1	$15K	Sell	1,020 -380	-27%	-$5.5K	0.01%	330
2021 Q4	$20K	Buy	1,400 +100	+8%	+$1.47K	0.01%	333
2021 Q3	$20K	Buy	+1,300	New	+$19.9K	0.01%	334

Other funds holding JBLU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearview Wealth Advisors's JBLU Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of JetBlue (JBLU) in Q3 2023, closing a stake of 2,987 shares — an estimated $26.5K sold.

Clearview Wealth Advisors first reported a position in JBLU in Q3 2021 and held it in 8 quarters. The position peaked at $26.5K in Q2 2023. 321 funds tracked by Wall St. Rank hold JBLU as of Q3 2023.

Clearview Wealth Advisors reported no remaining JetBlue position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 2,987 JetBlue shares in Q3 2023, an estimated $26.5K.
Clearview Wealth Advisors first reported a position in JetBlue in Q3 2021 and held it in 8 quarters.
Clearview Wealth Advisors's JetBlue position peaked at $26.5K in Q2 2023.
321 funds tracked by Wall St. Rank held JetBlue as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.