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Heritage Oak Wealth Advisors’s JB Hunt Transport Services JBHT Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio JBHT Stock Details JBHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,163
Closed -$2.44M – 127
2024
Q3 		$2.44M Buy
+14,163
New +$2.38M 1.12% 26

Other funds holding JBHT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Oak Wealth Advisors's JBHT Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of JB Hunt Transport Services (JBHT) in Q4 2024, closing a stake of 14,163 shares — an estimated $2.44M sold.

Heritage Oak Wealth Advisors first reported a position in JBHT in Q3 2024 and held it in 1 quarter. The position peaked at $2.44M in Q3 2024. 621 funds tracked by Wall St. Rank hold JBHT as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining JB Hunt Transport Services position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 14,163 JB Hunt Transport Services shares in Q4 2024, an estimated $2.44M.
  • Heritage Oak Wealth Advisors first reported a position in JB Hunt Transport Services in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's JB Hunt Transport Services position peaked at $2.44M in Q3 2024.
  • 621 funds tracked by Wall St. Rank held JB Hunt Transport Services as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.