Evoke Wealth’s JetBlue JBLU Stock Holding History

Evoke Wealth’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 Q2	–	Sell	-5,000	Closed	-$102K	–	1204
2021 Q1	$102K	Buy	+5,000	New	+$86.7K	﹤0.01%	374

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evoke Wealth's JBLU Position: Q2 2021 in Review

Evoke Wealth sold out of JetBlue (JBLU) in Q2 2021, closing a stake of 5,000 shares — an estimated $102K sold.

Evoke Wealth first reported a position in JBLU in Q1 2021 and held it in 1 quarter. The position peaked at $102K in Q1 2021. 377 funds tracked by Wall St. Rank hold JBLU as of Q2 2021.

Evoke Wealth reported no remaining JetBlue position as of Q2 2021 after selling out during the quarter.
Evoke Wealth sold 5,000 JetBlue shares in Q2 2021, an estimated $102K.
Evoke Wealth first reported a position in JetBlue in Q1 2021 and held it in 1 quarter.
Evoke Wealth's JetBlue position peaked at $102K in Q1 2021.
377 funds tracked by Wall St. Rank held JetBlue as of Q2 2021.

Based on Evoke Wealth's 13F filing for Q2 2021, filed 5 Aug 2021.