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Heritage Wealth Management (Arizona)’s JetBlue JBLU Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$6.48K Buy
1,000
+500
+100% +$3.65K ﹤0.01% 843
2022
Q3 		$3K Hold
500
– – ﹤0.01% 830
2022
Q2 		$4.18K Hold
500
– – ﹤0.01% 795
2022
Q1 		$7K Buy
+500
New +$7.24K ﹤0.01% 758

Other funds holding JBLU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s JBLU Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its JetBlue (JBLU) stake by 100% in Q4 2022, buying an estimated $3.65K and bringing the position to 1,000 shares worth $6.48K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Heritage Wealth Management (Arizona) first reported a position in JBLU in Q1 2022 and has held it in 4 quarters since. The position peaked at $7K in Q1 2022. 361 funds tracked by Wall St. Rank hold JBLU as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,000 shares of JetBlue worth $6.48K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 500 JetBlue shares in Q4 2022, an estimated $3.65K.
  • JetBlue made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #843 holding.
  • Heritage Wealth Management (Arizona) first reported a position in JetBlue in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s JetBlue position peaked at $7K in Q1 2022.
  • 361 funds tracked by Wall St. Rank held JetBlue as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.