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Global Wealth Management Investment Advisory’s JetBlue JBLU Stock Holding History

Global Wealth Management Investment Advisory’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
2024
Q1 		– Sell
-1,338
Closed -$7.43K – 299
2023
Q4 		$7.43K Buy
1,338
+400
+43% +$1.87K ﹤0.01% 306
2023
Q3 		$4.32K Sell
938
-5
-0.5% -$33 ﹤0.01% 339
2023
Q2 		$8.36K Buy
+943
New +$6.85K ﹤0.01% 306
2022
Q3 		– Sell
-1,998
Closed -$17K – 308
2022
Q2 		$17K Buy
1,998
+1,500
+301% +$16K 0.01% 244
2022
Q1 		$7K Hold
498
– – ﹤0.01% 343
2021
Q4 		$7K Sell
498
-450
-47% -$6.62K ﹤0.01% 339
2021
Q3 		$14K Buy
948
+450
+90% +$6.9K ﹤0.01% 283
2021
Q2 		$8K Hold
498
– – ﹤0.01% 312
2021
Q1 		$10K Hold
498
– – ﹤0.01% 310
2020
Q4 		$7K Sell
498
-100
-17% -$1.37K ﹤0.01% 310
2020
Q3 		$7K Sell
598
-500
-46% -$5.61K ﹤0.01% 305
2020
Q2 		$12K Buy
1,098
+98
+10% +$965 0.01% 328
2020
Q1 		$9K Buy
1,000
+12
+1% +$199 ﹤0.01% 345
2019
Q4 		$18K Buy
988
+88
+10% +$1.64K 0.01% 275
2019
Q3 		$15K Hold
900
– – 0.01% 276
2019
Q2 		$17K Hold
900
– – 0.01% 294
2019
Q1 		$15K Hold
900
– – 0.01% 333
2018
Q4 		$14K Buy
+900
New +$15.7K 0.01% 339

Other funds holding JBLU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

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

Global Wealth Management Investment Advisory sold out of JetBlue (JBLU) in Q1 2024, closing a stake of 1,338 shares — an estimated $7.43K sold.

Global Wealth Management Investment Advisory first reported a position in JBLU in Q4 2018 and held it in 18 quarters. The position peaked at $18K in Q4 2019. 340 funds tracked by Wall St. Rank hold JBLU as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining JetBlue position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1,338 JetBlue shares in Q1 2024, an estimated $7.43K.
  • Global Wealth Management Investment Advisory first reported a position in JetBlue in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's JetBlue position peaked at $18K in Q4 2019.
  • 340 funds tracked by Wall St. Rank held JetBlue as of Q1 2024.

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