Dougherty Wealth Advisers’s JetBlue JBLU Stock Holding History

Dougherty Wealth Advisers’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
2020 Q4	–	Sell	-65	Closed	-$1K	–	147
2020 Q3	$1K	Buy	+65	New	+$730	﹤0.01%	147

Other funds holding JBLU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Dougherty Wealth Advisers's JBLU Position: Q4 2020 in Review

Dougherty Wealth Advisers sold out of JetBlue (JBLU) in Q4 2020, closing a stake of 65 shares — an estimated $1K sold.

Dougherty Wealth Advisers first reported a position in JBLU in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 342 funds tracked by Wall St. Rank hold JBLU as of Q4 2020.

Dougherty Wealth Advisers reported no remaining JetBlue position as of Q4 2020 after selling out during the quarter.
Dougherty Wealth Advisers sold 65 JetBlue shares in Q4 2020, an estimated $1K.
Dougherty Wealth Advisers first reported a position in JetBlue in Q3 2020 and held it in 1 quarter.
Dougherty Wealth Advisers's JetBlue position peaked at $1K in Q3 2020.
342 funds tracked by Wall St. Rank held JetBlue as of Q4 2020.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2020, filed 4 Feb 2021.