Heritage Wealth Advisors’s Jabil JBL Stock Holding History

Heritage Wealth Advisors’s Portfolio JBL Stock Details JBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-91	Closed	-$3.76K	–	516
2019 Q4	$3.76K	Buy	+91	New	+$3.49K	﹤0.01%	465

Other funds holding JBL

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

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

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Heritage Wealth Advisors's JBL Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of Jabil (JBL) in Q1 2020, closing a stake of 91 shares — an estimated $3.76K sold.

Heritage Wealth Advisors first reported a position in JBL in Q4 2019 and held it in 1 quarter. The position peaked at $3.76K in Q4 2019. 318 funds tracked by Wall St. Rank hold JBL as of Q1 2020.

Heritage Wealth Advisors reported no remaining Jabil position as of Q1 2020 after selling out during the quarter.
Heritage Wealth Advisors sold 91 Jabil shares in Q1 2020, an estimated $3.76K.
Heritage Wealth Advisors first reported a position in Jabil in Q4 2019 and held it in 1 quarter.
Heritage Wealth Advisors's Jabil position peaked at $3.76K in Q4 2019.
318 funds tracked by Wall St. Rank held Jabil as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.