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Lowe Wealth Advisors’s St. Joe Company JOE Stock Holding History

Lowe Wealth 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
2024
Q3 		– Sell
-1,154
Closed -$63.1K – 321
2024
Q2 		$63.1K Buy
+1,154
New +$65K 0.03% 109
2023
Q3 		– Sell
-345
Closed -$16.7K – 337
2023
Q2 		$16.7K Buy
345
+50
+17% +$2.18K 0.01% 174
2023
Q1 		$12.3K Buy
295
+145
+97% +$6.21K 0.01% 192
2022
Q4 		$5.8K Hold
150
– – ﹤0.01% 249
2022
Q3 		$5K Hold
150
– – ﹤0.01% 242
2022
Q2 		$6K Buy
+150
New +$7.48K ﹤0.01% 218

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Lowe Wealth Advisors's JOE Position: Q3 2024 in Review

Lowe Wealth Advisors sold out of St. Joe Company (JOE) in Q3 2024, closing a stake of 1,154 shares — an estimated $63.1K sold.

Lowe Wealth Advisors first reported a position in JOE in Q2 2022 and held it in 6 quarters. The position peaked at $63.1K in Q2 2024. 240 funds tracked by Wall St. Rank hold JOE as of Q3 2024.

  • Lowe Wealth Advisors reported no remaining St. Joe Company position as of Q3 2024 after selling out during the quarter.
  • Lowe Wealth Advisors sold 1,154 St. Joe Company shares in Q3 2024, an estimated $63.1K.
  • Lowe Wealth Advisors first reported a position in St. Joe Company in Q2 2022 and held it in 6 quarters.
  • Lowe Wealth Advisors's St. Joe Company position peaked at $63.1K in Q2 2024.
  • 240 funds tracked by Wall St. Rank held St. Joe Company as of Q3 2024.

Based on Lowe Wealth Advisors's 13F filing for Q3 2024, filed 2 Oct 2024.