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LGT Financial Advisors’s St. Joe Company JOE Stock Holding History

LGT Financial Advisors’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-175
Closed -$7.86K – 525
2024
Q4 		$7.86K Hold
175
– – 0.02% 477
2024
Q3 		$10.2K Hold
175
– – 0.03% 416
2024
Q2 		$9.57K Hold
175
– – 0.02% 479
2024
Q1 		$10.1K Hold
175
– – 0.01% 494
2023
Q4 		$10.5K Hold
175
– – 0.01% 476
2023
Q3 		$9.51K Buy
+175
New +$10.1K 0.01% 489

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

LGT Financial Advisors's JOE Position: Q1 2025 in Review

LGT Financial Advisors sold out of St. Joe Company (JOE) in Q1 2025, closing a stake of 175 shares — an estimated $7.86K sold.

LGT Financial Advisors first reported a position in JOE in Q3 2023 and held it in 6 quarters. The position peaked at $10.5K in Q4 2023. 278 funds tracked by Wall St. Rank hold JOE as of Q1 2025.

  • LGT Financial Advisors reported no remaining St. Joe Company position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 175 St. Joe Company shares in Q1 2025, an estimated $7.86K.
  • LGT Financial Advisors first reported a position in St. Joe Company in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's St. Joe Company position peaked at $10.5K in Q4 2023.
  • 278 funds tracked by Wall St. Rank held St. Joe Company as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.