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Global Wealth Management Investment Advisory’s Jabil JBL Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-9,549
Closed -$1.22M – 300
2023
Q4 		$1.22M Buy
9,549
+72
+0.8% +$9.17K 0.31% 84
2023
Q3 		$1.2M Buy
9,477
+566
+6% +$61.9K 0.34% 80
2023
Q2 		$962K Buy
+8,911
New +$785K 0.26% 91

Other funds holding JBL

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Global Wealth Management Investment Advisory's JBL Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Jabil (JBL) in Q1 2024, closing a stake of 9,549 shares — an estimated $1.22M sold.

Global Wealth Management Investment Advisory first reported a position in JBL in Q2 2023 and held it in 3 quarters. The position peaked at $1.22M in Q4 2023. 681 funds tracked by Wall St. Rank hold JBL as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Jabil position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 9,549 Jabil shares in Q1 2024, an estimated $1.22M.
  • Global Wealth Management Investment Advisory first reported a position in Jabil in Q2 2023 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's Jabil position peaked at $1.22M in Q4 2023.
  • 681 funds tracked by Wall St. Rank held Jabil as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.