Level Financial Advisors’s JetBlue JBLU Stock Holding History

Level Financial 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
2022 Q3	–	Sell	-60	Closed	-$1K	–	288
2022 Q2	$1K	Buy	+60	New	+$641	﹤0.01%	278

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

Level Financial Advisors's JBLU Position: Q3 2022 in Review

Level Financial Advisors sold out of JetBlue (JBLU) in Q3 2022, closing a stake of 60 shares — an estimated $1K sold.

Level Financial Advisors first reported a position in JBLU in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 351 funds tracked by Wall St. Rank hold JBLU as of Q3 2022.

Level Financial Advisors reported no remaining JetBlue position as of Q3 2022 after selling out during the quarter.
Level Financial Advisors sold 60 JetBlue shares in Q3 2022, an estimated $1K.
Level Financial Advisors first reported a position in JetBlue in Q2 2022 and held it in 1 quarter.
Level Financial Advisors's JetBlue position peaked at $1K in Q2 2022.
351 funds tracked by Wall St. Rank held JetBlue as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.