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Fernwood Investment Management’s JetBlue JBLU Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-1,000
Closed -$7.42K – 451
2024
Q1 		$7.42K Buy
+1,000
New +$6.21K ﹤0.01% 604

Other funds holding JBLU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fernwood Investment Management's JBLU Position: Q2 2024 in Review

Fernwood Investment Management sold out of JetBlue (JBLU) in Q2 2024, closing a stake of 1,000 shares — an estimated $7.42K sold.

Fernwood Investment Management first reported a position in JBLU in Q1 2024 and held it in 1 quarter. The position peaked at $7.42K in Q1 2024. 335 funds tracked by Wall St. Rank hold JBLU as of Q2 2024.

  • Fernwood Investment Management reported no remaining JetBlue position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,000 JetBlue shares in Q2 2024, an estimated $7.42K.
  • Fernwood Investment Management first reported a position in JetBlue in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's JetBlue position peaked at $7.42K in Q1 2024.
  • 335 funds tracked by Wall St. Rank held JetBlue as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.