Golden State Wealth Management’s JetBlue JBLU Stock Holding History

Golden State 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 Q4	–	Sell	-1,000	Closed	-$11K	–	328
2020 Q3	$11K	Buy	+1,000	New	+$11.2K	﹤0.01%	400
2019 Q4	–	Sell	-794	Closed	-$13K	–	519
2019 Q3	$13K	Hold	794	–	–	﹤0.01%	692
2019 Q2	$14K	Sell	794 -319	-29%	-$5.71K	﹤0.01%	679
2019 Q1	$18K	Buy	+1,113	New	+$19.1K	0.01%	649

Other funds holding JBLU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Golden State Wealth Management's JBLU Position: Q4 2020 in Review

Golden State Wealth Management sold out of JetBlue (JBLU) in Q4 2020, closing a stake of 1,000 shares — an estimated $11K sold.

Golden State Wealth Management first reported a position in JBLU in Q1 2019 and held it in 4 quarters. The position peaked at $18K in Q1 2019. 342 funds tracked by Wall St. Rank hold JBLU as of Q4 2020.

Golden State Wealth Management reported no remaining JetBlue position as of Q4 2020 after selling out during the quarter.
Golden State Wealth Management sold 1,000 JetBlue shares in Q4 2020, an estimated $11K.
Golden State Wealth Management first reported a position in JetBlue in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's JetBlue position peaked at $18K in Q1 2019.
342 funds tracked by Wall St. Rank held JetBlue as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.