Harvest Group Wealth Management’s JetBlue JBLU Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-186	Closed	-$3K	–	367
2020 Q4	$3K	Hold	186	–	–	﹤0.01%	302
2020 Q3	$2K	Hold	186	–	–	﹤0.01%	350
2020 Q2	$2K	Hold	186	–	–	﹤0.01%	307
2020 Q1	$1K	Sell	186 -169	-48%	-$2.8K	﹤0.01%	394
2019 Q4	$6K	Hold	355	–	–	0.01%	322
2019 Q3	$6K	Hold	355	–	–	0.01%	360
2019 Q2	$6K	Hold	355	–	–	0.01%	317
2019 Q1	$6K	Buy	+355	New	+$6.08K	0.01%	350

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

USGIU

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DSC

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

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

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

Harvest Group Wealth Management's JBLU Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of JetBlue (JBLU) in Q1 2021, closing a stake of 186 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in JBLU in Q1 2019 and held it in 8 quarters. The position peaked at $6K in Q4 2019. 366 funds tracked by Wall St. Rank hold JBLU as of Q1 2021.

Harvest Group Wealth Management reported no remaining JetBlue position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 186 JetBlue shares in Q1 2021, an estimated $3K.
Harvest Group Wealth Management first reported a position in JetBlue in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's JetBlue position peaked at $6K in Q4 2019.
366 funds tracked by Wall St. Rank held JetBlue as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.