Concord Wealth Partners’s JetBlue JBLU Stock Holding History

Concord Wealth Partners’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
2024 Q3	–	Sell	-30	Closed	-$183	–	987
2024 Q2	$183	Buy	+30	New	+$181	﹤0.01%	795

Other funds holding JBLU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's JBLU Position: Q3 2024 in Review

Concord Wealth Partners sold out of JetBlue (JBLU) in Q3 2024, closing a stake of 30 shares — an estimated $183 sold.

Concord Wealth Partners first reported a position in JBLU in Q2 2024 and held it in 1 quarter. The position peaked at $183 in Q2 2024. 347 funds tracked by Wall St. Rank hold JBLU as of Q3 2024.

Concord Wealth Partners reported no remaining JetBlue position as of Q3 2024 after selling out during the quarter.
Concord Wealth Partners sold 30 JetBlue shares in Q3 2024, an estimated $183.
Concord Wealth Partners first reported a position in JetBlue in Q2 2024 and held it in 1 quarter.
Concord Wealth Partners's JetBlue position peaked at $183 in Q2 2024.
347 funds tracked by Wall St. Rank held JetBlue as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.