Joseph P. Lucia & Associates’s JetBlue JBLU Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-503	Closed	-$4K	–	276
2022 Q2	$4K	Hold	503	–	–	﹤0.01%	352
2022 Q1	$8K	Buy	+503	New	+$7.29K	﹤0.01%	337
2021 Q4	–	Sell	-503	Closed	-$8K	–	345
2021 Q3	$8K	Hold	503	–	–	﹤0.01%	397
2021 Q2	$8K	Hold	503	–	–	﹤0.01%	402
2021 Q1	$10K	Hold	503	–	–	﹤0.01%	359
2020 Q4	$7K	Buy	+503	New	+$6.9K	﹤0.01%	365
2020 Q3	–	Sell	-500	Closed	-$5K	–	275
2020 Q2	$5K	Hold	500	–	–	﹤0.01%	372
2020 Q1	$4K	Buy	+500	New	+$8.29K	﹤0.01%	354

Other funds holding JBLU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Joseph P. Lucia & Associates's JBLU Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of JetBlue (JBLU) in Q3 2022, closing a stake of 503 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in JBLU in Q1 2020 and held it in 8 quarters. The position peaked at $10K in Q1 2021. 351 funds tracked by Wall St. Rank hold JBLU as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining JetBlue position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 503 JetBlue shares in Q3 2022, an estimated $4K.
Joseph P. Lucia & Associates first reported a position in JetBlue in Q1 2020 and held it in 8 quarters.
Joseph P. Lucia & Associates's JetBlue position peaked at $10K in Q1 2021.
351 funds tracked by Wall St. Rank held JetBlue as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.