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Cypress Point Wealth Management’s JetBlue JBLU Stock Holding History

Cypress Point Wealth Management’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
2021
Q3 		– Sell
-525
Closed -$9K – 188
2021
Q2 		$9K Buy
+525
New +$10.2K 0.01% 148

Other funds holding JBLU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cypress Point Wealth Management's JBLU Position: Q3 2021 in Review

Cypress Point Wealth Management sold out of JetBlue (JBLU) in Q3 2021, closing a stake of 525 shares — an estimated $9K sold.

Cypress Point Wealth Management first reported a position in JBLU in Q2 2021 and held it in 1 quarter. The position peaked at $9K in Q2 2021. 379 funds tracked by Wall St. Rank hold JBLU as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining JetBlue position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 525 JetBlue shares in Q3 2021, an estimated $9K.
  • Cypress Point Wealth Management first reported a position in JetBlue in Q2 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's JetBlue position peaked at $9K in Q2 2021.
  • 379 funds tracked by Wall St. Rank held JetBlue as of Q3 2021.

Based on Cypress Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.