Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Joby Aviation JOBY Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-501
Closed -$3.23K – 285
2023
Q3 		$3.23K Buy
+501
New +$3.95K ﹤0.01% 428

Other funds holding JOBY

TMC
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
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
8GI
8VC GP I Austin, Texas $39.6M AUM 36.39% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Financial Group (Iowa)'s JOBY Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Joby Aviation (JOBY) in Q4 2023, closing a stake of 501 shares — an estimated $3.23K sold.

Legacy Financial Group (Iowa) first reported a position in JOBY in Q3 2023 and held it in 1 quarter. The position peaked at $3.23K in Q3 2023. 246 funds tracked by Wall St. Rank hold JOBY as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Joby Aviation position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 501 Joby Aviation shares in Q4 2023, an estimated $3.23K.
  • Legacy Financial Group (Iowa) first reported a position in Joby Aviation in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Joby Aviation position peaked at $3.23K in Q3 2023.
  • 246 funds tracked by Wall St. Rank held Joby Aviation as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.