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Focused Wealth Management’s JetBlue JBLU Stock Holding History

Focused 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
2020
Q1 		– Sell
-22,000
Closed -$2K – 740
2019
Q4 		$2K Hold
22,000
– – ﹤0.01% 640
2019
Q3 		$4K Buy
+22,000
New +$399K ﹤0.01% 591

Other funds holding JBLU

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IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Focused Wealth Management's JBLU Position: Q1 2024 in Review

Focused Wealth Management sold out of JetBlue (JBLU) in Q1 2024, closing a stake of 700 shares — an estimated $3.88K sold.

Focused Wealth Management first reported a position in JBLU in Q3 2015 and held it in 23 quarters. The position peaked at $193K in Q2 2017. 339 funds tracked by Wall St. Rank hold JBLU as of Q1 2024.

  • Focused Wealth Management reported no remaining JetBlue position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 700 JetBlue shares in Q1 2024, an estimated $3.88K.
  • Focused Wealth Management first reported a position in JetBlue in Q3 2015 and held it in 23 quarters.
  • Focused Wealth Management's JetBlue position peaked at $193K in Q2 2017.
  • 339 funds tracked by Wall St. Rank held JetBlue as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.