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Concourse Financial Group Securities’s Joby Aviation JOBY Stock Holding History

Concourse Financial Group Securities’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
Q2 		– Sell
-500
Closed -$2.71K – 2404
2023
Q1 		$2.17K Hold
500
– – ﹤0.01% 2045
2022
Q4 		$1.68K Buy
+500
New +$2.03K ﹤0.01% 2066
2022
Q3 		– Sell
-500
Closed -$2.74K – 2170
2022
Q2 		$2K Hold
500
– – ﹤0.01% 2027
2022
Q1 		$3K Hold
500
– – ﹤0.01% 1960
2021
Q4 		$4K Hold
500
– – ﹤0.01% 2094
2021
Q3 		$5K Buy
+500
New +$5.04K ﹤0.01% 2069

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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

Concourse Financial Group Securities's JOBY Position: Q2 2023 in Review

Concourse Financial Group Securities sold out of Joby Aviation (JOBY) in Q2 2023, closing a stake of 500 shares — an estimated $2.71K sold.

Concourse Financial Group Securities first reported a position in JOBY in Q3 2021 and held it in 6 quarters. The position peaked at $5K in Q3 2021. 188 funds tracked by Wall St. Rank hold JOBY as of Q2 2023.

  • Concourse Financial Group Securities reported no remaining Joby Aviation position as of Q2 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 500 Joby Aviation shares in Q2 2023, an estimated $2.71K.
  • Concourse Financial Group Securities first reported a position in Joby Aviation in Q3 2021 and held it in 6 quarters.
  • Concourse Financial Group Securities's Joby Aviation position peaked at $5K in Q3 2021.
  • 188 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2023.

Based on Concourse Financial Group Securities's 13F filing for Q2 2023, filed 10 Aug 2023.