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Householder Group Estate & Retirement Specialist’s JetBlue JBLU Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$1K Sell
250
-100
-29% -$678 ﹤0.01% 509
2024
Q3 		$2K Sell
350
-50
-13% -$282 ﹤0.01% 1042
2024
Q2 		$2K Hold
400
– – ﹤0.01% 1069
2024
Q1 		$2.97K Hold
400
– – ﹤0.01% 997
2023
Q4 		$2K Buy
400
+200
+100% +$937 ﹤0.01% 997
2023
Q3 		$920 Buy
+200
New +$1.31K ﹤0.01% 1151
2023
Q1 		$1K Buy
+200
New +$1.58K ﹤0.01% 1157
2022
Q4 		– Sell
-100
Closed – – 738
2022
Q3 		$0 Buy
+100
New +$814 ﹤0.01% 1154

Other funds holding JBLU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's JBLU Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its JetBlue (JBLU) stake by 29% in Q4 2024, selling an estimated $678 and leaving 250 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Householder Group Estate & Retirement Specialist first reported a position in JBLU in Q3 2022 and has held it in 8 quarters since. The position peaked at $2.97K in Q1 2024. 371 funds tracked by Wall St. Rank hold JBLU as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 250 shares of JetBlue worth $1K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 100 JetBlue shares in Q4 2024, an estimated $678.
  • JetBlue made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #509 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in JetBlue in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's JetBlue position peaked at $2.97K in Q1 2024.
  • 371 funds tracked by Wall St. Rank held JetBlue as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.