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Freedman Financial Associates’s JetBlue JBLU Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-8,000
Closed -$117K – 217
2022
Q1 		$117K Hold
8,000
– – 0.08% 111
2021
Q4 		$114K Hold
8,000
– – 0.08% 112
2021
Q3 		$122K Hold
8,000
– – 0.09% 98
2021
Q2 		$134K Sell
8,000
-200
-2% -$3.88K 0.1% 90
2021
Q1 		$167K Hold
8,200
– – 0.14% 69
2020
Q4 		$119K Buy
+8,200
New +$113K 0.11% 80

Other funds holding JBLU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedman Financial Associates's JBLU Position: Q2 2022 in Review

Freedman Financial Associates sold out of JetBlue (JBLU) in Q2 2022, closing a stake of 8,000 shares — an estimated $117K sold.

Freedman Financial Associates first reported a position in JBLU in Q4 2020 and held it in 6 quarters. The position peaked at $167K in Q1 2021. 376 funds tracked by Wall St. Rank hold JBLU as of Q2 2022.

  • Freedman Financial Associates reported no remaining JetBlue position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 8,000 JetBlue shares in Q2 2022, an estimated $117K.
  • Freedman Financial Associates first reported a position in JetBlue in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's JetBlue position peaked at $167K in Q1 2021.
  • 376 funds tracked by Wall St. Rank held JetBlue as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.