Financial Synergies Wealth Advisors’s Jabil JBL Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio JBL Stock Details JBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5	Closed	-$670	–	260
2024 Q1	$670	Hold	5	–	–	﹤0.01%	440
2023 Q4	$341	Hold	5	–	–	﹤0.01%	409
2023 Q3	$635	Hold	5	–	–	﹤0.01%	431
2023 Q2	$540	Hold	5	–	–	﹤0.01%	432
2023 Q1	$441	Hold	5	–	–	﹤0.01%	429
2022 Q4	$341	Hold	5	–	–	﹤0.01%	409
2022 Q3	$289	Hold	5	–	–	﹤0.01%	422
2022 Q2	$257	Buy	+5	New	+$290	﹤0.01%	453

Other funds holding JBL

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Synergies Wealth Advisors's JBL Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Jabil (JBL) in Q2 2024, closing a stake of 5 shares — an estimated $670 sold.

Financial Synergies Wealth Advisors first reported a position in JBL in Q2 2022 and held it in 8 quarters. The position peaked at $670 in Q1 2024. 682 funds tracked by Wall St. Rank hold JBL as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Jabil position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 5 Jabil shares in Q2 2024, an estimated $670.
Financial Synergies Wealth Advisors first reported a position in Jabil in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Jabil position peaked at $670 in Q1 2024.
682 funds tracked by Wall St. Rank held Jabil as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.