IAA
JBLU icon

Independent Advisor Alliance’s JetBlue JBLU Stock Holding History

Independent Advisor Alliance’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
Q2 		– Sell
-95,965
Closed -$712K – 723
2024
Q1 		$712K Sell
95,965
-200
-0.2% -$1.24K 0.03% 380
2023
Q4 		$534K Buy
96,165
+500
+0.5% +$2.34K 0.02% 427
2023
Q3 		$440K Sell
95,665
-327,400
-77% -$2.15M 0.02% 437
2023
Q2 		$3.75M Buy
423,065
+300
+0.1% +$2.18K 0.17% 116
2023
Q1 		$3.08M Sell
422,765
-30,026
-7% -$237K 0.15% 130
2022
Q4 		$2.93K Buy
452,791
+300
+0.1% +$2.19K ﹤0.01% 217
2022
Q3 		$3M Sell
452,491
-250
-0.1% -$2.04K 0.17% 115
2022
Q2 		$3.79M Sell
452,741
-1,833
-0.4% -$19.6K 0.21% 99
2022
Q1 		$6.8M Hold
454,574
– – 0.33% 68
2021
Q4 		$6.47M Buy
454,574
+217
+0% +$3.19K 0.32% 75
2021
Q3 		$6.95M Sell
454,357
-1,244
-0.3% -$19.1K 0.39% 69
2021
Q2 		$7.64M Sell
455,601
-88,269
-16% -$1.71M 0.42% 63
2021
Q1 		$11.1M Buy
543,870
+83,875
+18% +$1.45M 0.66% 32
2020
Q4 		$6.69M Buy
459,995
+952
+0.2% +$13.1K 0.45% 58
2020
Q3 		$5.2M Buy
459,043
+445,931
+3,401% +$5.01M 0.39% 76
2020
Q2 		$143K Buy
+13,112
New +$129K 0.02% 454

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Independent Advisor Alliance's JBLU Position: Q2 2024 in Review

Independent Advisor Alliance sold out of JetBlue (JBLU) in Q2 2024, closing a stake of 95,965 shares — an estimated $712K sold.

Independent Advisor Alliance first reported a position in JBLU in Q2 2020 and held it in 16 quarters. The position peaked at $11.1M in Q1 2021. 335 funds tracked by Wall St. Rank hold JBLU as of Q2 2024.

  • Independent Advisor Alliance reported no remaining JetBlue position as of Q2 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 95,965 JetBlue shares in Q2 2024, an estimated $712K.
  • Independent Advisor Alliance first reported a position in JetBlue in Q2 2020 and held it in 16 quarters.
  • Independent Advisor Alliance's JetBlue position peaked at $11.1M in Q1 2021.
  • 335 funds tracked by Wall St. Rank held JetBlue as of Q2 2024.

Based on Independent Advisor Alliance's 13F filing for Q2 2024, filed 12 Aug 2024.