IFP Advisors’s Joby Aviation JOBY Stock Holding History

IFP Advisors’s Portfolio JOBY Stock Details JOBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$194K	Sell	23,485 -472	-2%	-$5.32K	﹤0.01%	1417
2025 Q4	$316K	Buy	23,957 +659	+3%	+$10.1K	0.01%	1140
2025 Q3	$376K	Buy	23,298 +14,268	+158%	+$217K	0.01%	967
2025 Q2	$112K	Buy	9,030 +5,234	+138%	+$37.9K	﹤0.01%	1566
2025 Q1	$22.9K	Buy	3,796 +118	+3%	+$883	﹤0.01%	2239
2024 Q4	$30.2K	Buy	3,678 +947	+35%	+$6.28K	﹤0.01%	2068
2024 Q3	$13.7K	Hold	2,731	–	–	﹤0.01%	2305
2024 Q2	$13.9K	Buy	2,731 +1,000	+58%	+$4.98K	﹤0.01%	2225
2024 Q1	$9.28K	Hold	1,731	–	–	﹤0.01%	2256
2023 Q4	$11.5K	Hold	1,731	–	–	﹤0.01%	2141
2023 Q3	$11.2K	Sell	1,731 -3,000	-63%	-$23.6K	﹤0.01%	2211
2023 Q2	$48.5K	Hold	4,731	–	–	﹤0.01%	1621
2023 Q1	$47.5K	Sell	4,731 -1,000	-17%	-$4.14K	﹤0.01%	1600
2022 Q4	$57K	Buy	5,731 +1,994	+53%	+$8.08K	﹤0.01%	2145
2022 Q3	$38K	Buy	3,737 +3,100	+487%	+$17K	﹤0.01%	2584
2022 Q2	$7K	Hold	637	–	–	﹤0.01%	3605
2022 Q1	$7K	Buy	+637	New	+$3.29K	﹤0.01%	3604
2021 Q4	–	Sell	-1,000	Closed	-$10K	–	3429
2021 Q3	$10K	Buy	+1,000	New	+$10.1K	﹤0.01%	2277

Other funds holding JOBY

Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return

Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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