Lenox Wealth Advisors’s JetBlue JBLU Stock Holding History

Lenox Wealth 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
2021 Q3	–	Sell	-4,000	Closed	-$67K	–	754
2021 Q2	$67K	Buy	+4,000	New	+$77.5K	0.01%	192
2016 Q1	–	Sell	-32	Closed	-$1K	–	332
2015 Q4	$1K	Buy	+32	New	+$797	﹤0.01%	400
2014 Q2	–	Sell	-168	Closed	-$2K	–	187
2014 Q1	$2K	Hold	168	–	–	﹤0.01%	183
2013 Q4	$1K	Hold	168	–	–	﹤0.01%	356
2013 Q3	$1K	Buy	+168	New	+$1.09K	﹤0.01%	247

Other funds holding JBLU

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lenox Wealth Advisors's JBLU Position: Q3 2021 in Review

Lenox Wealth Advisors sold out of JetBlue (JBLU) in Q3 2021, closing a stake of 4,000 shares — an estimated $67K sold.

Lenox Wealth Advisors first reported a position in JBLU in Q3 2013 and held it in 5 quarters. The position peaked at $67K in Q2 2021. 379 funds tracked by Wall St. Rank hold JBLU as of Q3 2021.

Lenox Wealth Advisors reported no remaining JetBlue position as of Q3 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 4,000 JetBlue shares in Q3 2021, an estimated $67K.
Lenox Wealth Advisors first reported a position in JetBlue in Q3 2013 and held it in 5 quarters.
Lenox Wealth Advisors's JetBlue position peaked at $67K in Q2 2021.
379 funds tracked by Wall St. Rank held JetBlue as of Q3 2021.

Based on Lenox Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.