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Focused Wealth Management’s Joby Aviation JOBY Stock Holding History

Focused Wealth Management’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,437
Closed -$9.56K – 587
2023
Q4 		$9.56K Hold
1,437
– – ﹤0.01% 561
2023
Q3 		$9.27K Sell
1,437
-3,957
-73% -$31.2K ﹤0.01% 538
2023
Q2 		$55.3K Buy
5,394
+37
+0.7% +$200 0.01% 286
2023
Q1 		$23.2K Buy
5,357
+4,357
+436% +$18K ﹤0.01% 424
2022
Q4 		$3.35K Hold
1,000
– – ﹤0.01% 724
2022
Q3 		$4K Hold
1,000
– – ﹤0.01% 661
2022
Q2 		$5K Hold
1,000
– – ﹤0.01% 612
2022
Q1 		$7K Buy
+1,000
New +$5.16K ﹤0.01% 605

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
8GI
8VC GP I Austin, Texas $39.6M AUM 36.39% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Focused Wealth Management sold out of Joby Aviation (JOBY) in Q1 2024, closing a stake of 1,437 shares — an estimated $9.56K sold.

Focused Wealth Management first reported a position in JOBY in Q1 2022 and held it in 8 quarters. The position peaked at $55.3K in Q2 2023. 235 funds tracked by Wall St. Rank hold JOBY as of Q1 2024.

  • Focused Wealth Management reported no remaining Joby Aviation position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 1,437 Joby Aviation shares in Q1 2024, an estimated $9.56K.
  • Focused Wealth Management first reported a position in Joby Aviation in Q1 2022 and held it in 8 quarters.
  • Focused Wealth Management's Joby Aviation position peaked at $55.3K in Q2 2023.
  • 235 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2024.

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