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Clearview Wealth Advisors’s Joby Aviation JOBY Stock Holding History

Clearview Wealth Advisors’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
2023
Q3 		– Sell
-100
Closed -$1.03K – 381
2023
Q2 		$1.03K Buy
+100
New +$542 ﹤0.01% 603

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Joby Aviation (JOBY) in Q3 2023, closing a stake of 100 shares — an estimated $1.03K sold.

Clearview Wealth Advisors first reported a position in JOBY in Q2 2023 and held it in 1 quarter. The position peaked at $1.03K in Q2 2023. 216 funds tracked by Wall St. Rank hold JOBY as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Joby Aviation position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 100 Joby Aviation shares in Q3 2023, an estimated $1.03K.
  • Clearview Wealth Advisors first reported a position in Joby Aviation in Q2 2023 and held it in 1 quarter.
  • Clearview Wealth Advisors's Joby Aviation position peaked at $1.03K in Q2 2023.
  • 216 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2023.

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