IPG Investment Advisors’s JetBlue JBLU Stock Holding History

IPG Investment Advisors’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	–	Sell	-18,975	Closed	-$124K	–	185
2024 Q3	$124K	Sell	18,975 -750,355	-98%	-$4.23M	0.03%	164
2024 Q2	$4.69M	Sell	769,330 -830,952	-52%	-$5.01M	1.02%	30
2024 Q1	$11.9M	Sell	1,600,282 -389,797	-20%	-$2.42M	2.59%	12
2023 Q4	$11M	Sell	1,990,079 -382,195	-16%	-$1.79M	2.21%	15
2023 Q3	$10.9M	Buy	2,372,274 +818,430	+53%	+$5.38M	2.4%	14
2023 Q2	$13.8M	Sell	1,553,844 -491,365	-24%	-$3.57M	3%	9
2023 Q1	$14.9M	Buy	2,045,209 +171,054	+9%	+$1.35M	3.4%	7
2022 Q4	$12.1M	Buy	1,874,155 +903,003	+93%	+$6.6M	3.39%	7
2022 Q3	$6.44M	Buy	+971,152	New	+$7.91M	1.81%	17
2014 Q4	–	Sell	-326,590	Closed	-$34.8M	–	128
2014 Q3	$34.8M	Hold	326,590	–	–	12.55%	1
2014 Q2	$3.54M	Sell	326,590 -115,600	-26%	-$1.07M	1.54%	17
2014 Q1	$3.84M	Buy	442,190 +21,515	+5%	+$189K	1.8%	15
2013 Q4	$3.59M	Buy	+420,675	New	+$3.34M	1.92%	19

Other funds holding JBLU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 $528B 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $127B 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 New York $1.66T AUM 25.57% 1-Year Est. Return