Doyle Wealth Management’s JetBlue JBLU Stock Holding History

Doyle 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
2022 Q3	$194K	Buy	29,288 +3,946	+16%	+$32.1K	0.02%	199
2022 Q2	$212K	Hold	25,342	–	–	0.02%	199
2022 Q1	$379K	Hold	25,342	–	–	0.03%	177
2021 Q4	$361K	Hold	25,342	–	–	0.03%	170
2021 Q3	$387K	Hold	25,342	–	–	0.03%	163
2021 Q2	$425K	Hold	25,342	–	–	0.04%	153
2021 Q1	$515K	Hold	25,342	–	–	0.05%	135
2020 Q4	$368K	Sell	25,342 -125	-0.5%	-$1.72K	0.04%	156
2020 Q3	$289K	Hold	25,467	–	–	0.03%	153
2020 Q2	$278K	Hold	25,467	–	–	0.04%	148
2020 Q1	$228K	Buy	25,467 +250	+1%	+$4.14K	0.04%	163
2019 Q4	$472K	Hold	25,217	–	–	0.06%	127
2019 Q3	$422K	Hold	25,217	–	–	0.06%	131
2019 Q2	$466K	Hold	25,217	–	–	0.06%	115
2019 Q1	$462K	Hold	25,217	–	–	0.07%	114
2018 Q4	$405K	Hold	25,217	–	–	0.07%	115
2018 Q3	$488K	Hold	25,217	–	–	0.08%	111
2018 Q2	$479K	Hold	25,217	–	–	0.08%	113
2018 Q1	$512K	Buy	+25,217	New	+$536K	0.09%	97

Other funds holding JBLU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Doyle Wealth Management's JBLU Position: Q3 2022 in Review

Doyle Wealth Management increased its JetBlue (JBLU) stake by 16% in Q3 2022, buying an estimated $32.1K and bringing the position to 29,288 shares worth $194K. The position accounts for 0.02% of the portfolio, ranked #199.

Doyle Wealth Management first reported a position in JBLU in Q1 2018 and has held it in 19 quarters since. The position peaked at $515K in Q1 2021. 351 funds tracked by Wall St. Rank hold JBLU as of Q3 2022.

Doyle Wealth Management held 29,288 shares of JetBlue worth $194K as of Q3 2022.
Doyle Wealth Management bought 3,946 JetBlue shares in Q3 2022, an estimated $32.1K.
JetBlue made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #199 holding.
Doyle Wealth Management first reported a position in JetBlue in Q1 2018 and has held it in 19 quarters since.
Doyle Wealth Management's JetBlue position peaked at $515K in Q1 2021.
351 funds tracked by Wall St. Rank held JetBlue as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.