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Independent Solutions Wealth Management’s Jabil JBL Stock Holding History

Independent Solutions Wealth Management’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
2024
Q2 		– Sell
-1,960
Closed -$263K – 170
2024
Q1 		$263K Sell
1,960
-455
-19% -$61.1K 0.06% 154
2023
Q4 		$308K Sell
2,415
-559
-19% -$71.2K 0.08% 142
2023
Q3 		$377K Sell
2,974
-258
-8% -$28.2K 0.1% 145
2023
Q2 		$349K Sell
3,232
-155
-5% -$13.6K 0.09% 153
2023
Q1 		$299K Sell
3,387
-48
-1% -$3.87K 0.09% 161
2022
Q4 		$234K Sell
3,435
-128
-4% -$8.46K 0.07% 194
2022
Q3 		$206K Sell
3,563
-615
-15% -$35.8K 0.07% 203
2022
Q2 		$214K Buy
+4,178
New +$242K 0.07% 203

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Solutions Wealth Management's JBL Position: Q2 2024 in Review

Independent Solutions Wealth Management sold out of Jabil (JBL) in Q2 2024, closing a stake of 1,960 shares — an estimated $263K sold.

Independent Solutions Wealth Management first reported a position in JBL in Q2 2022 and held it in 8 quarters. The position peaked at $377K in Q3 2023. 683 funds tracked by Wall St. Rank hold JBL as of Q2 2024.

  • Independent Solutions Wealth Management reported no remaining Jabil position as of Q2 2024 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,960 Jabil shares in Q2 2024, an estimated $263K.
  • Independent Solutions Wealth Management first reported a position in Jabil in Q2 2022 and held it in 8 quarters.
  • Independent Solutions Wealth Management's Jabil position peaked at $377K in Q3 2023.
  • 683 funds tracked by Wall St. Rank held Jabil as of Q2 2024.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2024, filed 19 Dec 2024.