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Gradient Investments’s JetBlue JBLU Stock Holding History

Gradient Investments’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
2023
Q4 		– Sell
-100
Closed -$460 – 1874
2023
Q3 		$460 Buy
+100
New +$658 ﹤0.01% 1566
2020
Q2 		– Sell
-180
Closed -$2K – 1118
2020
Q1 		$2K Buy
+180
New +$2.98K ﹤0.01% 925

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Gradient Investments's JBLU Position: Q4 2023 in Review

Gradient Investments sold out of JetBlue (JBLU) in Q4 2023, closing a stake of 100 shares — an estimated $460 sold.

Gradient Investments first reported a position in JBLU in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 335 funds tracked by Wall St. Rank hold JBLU as of Q4 2023.

  • Gradient Investments reported no remaining JetBlue position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 100 JetBlue shares in Q4 2023, an estimated $460.
  • Gradient Investments first reported a position in JetBlue in Q1 2020 and held it in 2 quarters.
  • Gradient Investments's JetBlue position peaked at $2K in Q1 2020.
  • 335 funds tracked by Wall St. Rank held JetBlue as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.