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Connectus Wealth’s St. Joe Company JOE Stock Holding History

Connectus Wealth’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$2.17M Sell
37,478
-2,587
-6% -$143K 0.06% 175
2023
Q4 		$2.41M Buy
+40,065
New +$2.11M 0.05% 237

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Connectus Wealth's JOE Position: Q1 2024 in Review

Connectus Wealth reduced its St. Joe Company (JOE) stake by 6.5% in Q1 2024, selling an estimated $143K and leaving 37,478 shares worth $2.17M. The position accounts for 0.06% of the portfolio, ranked #175.

Connectus Wealth first reported a position in JOE in Q4 2023 and has held it in 2 quarters since. The position peaked at $2.41M in Q4 2023. 240 funds tracked by Wall St. Rank hold JOE as of Q1 2024.

  • Connectus Wealth held 37,478 shares of St. Joe Company worth $2.17M as of Q1 2024.
  • Connectus Wealth sold 2,587 St. Joe Company shares in Q1 2024, an estimated $143K.
  • St. Joe Company made up 0.06% of Connectus Wealth's portfolio in Q1 2024, its #175 holding.
  • Connectus Wealth first reported a position in St. Joe Company in Q4 2023 and has held it in 2 quarters since.
  • Connectus Wealth's St. Joe Company position peaked at $2.41M in Q4 2023.
  • 240 funds tracked by Wall St. Rank held St. Joe Company as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.