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Financial Advocates Investment Management’s JetBlue JBLU Stock Holding History

Financial Advocates 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
2021
Q2 		– Sell
-7,497
Closed -$996K – 796
2021
Q1 		$996K Buy
+7,497
New +$130K 0.07% 317

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 $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Advocates Investment Management's JBLU Position: Q2 2021 in Review

Financial Advocates Investment Management sold out of JetBlue (JBLU) in Q2 2021, closing a stake of 7,497 shares — an estimated $996K sold.

Financial Advocates Investment Management first reported a position in JBLU in Q1 2021 and held it in 1 quarter. The position peaked at $996K in Q1 2021. 377 funds tracked by Wall St. Rank hold JBLU as of Q2 2021.

  • Financial Advocates Investment Management reported no remaining JetBlue position as of Q2 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,497 JetBlue shares in Q2 2021, an estimated $996K.
  • Financial Advocates Investment Management first reported a position in JetBlue in Q1 2021 and held it in 1 quarter.
  • Financial Advocates Investment Management's JetBlue position peaked at $996K in Q1 2021.
  • 377 funds tracked by Wall St. Rank held JetBlue as of Q2 2021.

Based on Financial Advocates Investment Management's 13F filing for Q2 2021, filed 3 Aug 2021.