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GW & Wade’s Joby Aviation JOBY Stock Holding History

GW & Wade’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$132K Hold
19,880
– – ﹤0.01% 400
2023
Q3 		$128K Hold
19,880
– – ﹤0.01% 393
2023
Q2 		$204K Hold
19,880
– – 0.01% 366
2023
Q1 		$86K Sell
19,880
-100
-0.5% -$414 ﹤0.01% 368
2022
Q4 		$67K Hold
19,980
– – ﹤0.01% 380
2022
Q3 		$87K Buy
19,980
+9,680
+94% +$53.1K ﹤0.01% 372
2022
Q2 		$51K Buy
+10,300
New +$54.3K ﹤0.01% 378

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
8GI
8VC GP I Austin, Texas $42.8M AUM 15.67% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GW & Wade's JOBY Position: Q4 2023 in Review

GW & Wade held its Joby Aviation (JOBY) position steady in Q4 2023 at 19,880 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

GW & Wade first reported a position in JOBY in Q2 2022 and has held it in 7 quarters since. The position peaked at $204K in Q2 2023. 246 funds tracked by Wall St. Rank hold JOBY as of Q4 2023.

  • GW & Wade held 19,880 shares of Joby Aviation worth $132K as of Q4 2023.
  • GW & Wade left its Joby Aviation share count unchanged in Q4 2023.
  • Joby Aviation made up ﹤0.01% of GW & Wade's portfolio in Q4 2023, its #400 holding.
  • GW & Wade first reported a position in Joby Aviation in Q2 2022 and has held it in 7 quarters since.
  • GW & Wade's Joby Aviation position peaked at $204K in Q2 2023.
  • 246 funds tracked by Wall St. Rank held Joby Aviation as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.