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Marshall & Sterling Wealth Advisors’s JetBlue JBLU Stock Holding History

Marshall & Sterling 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
2025
Q1 		– Sell
-40
Closed -$263 – 652
2024
Q4 		$314 Buy
+40
New +$271 ﹤0.01% 349

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's JBLU Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of JetBlue (JBLU) in Q1 2025, closing a stake of 40 shares — an estimated $263 sold.

Marshall & Sterling Wealth Advisors first reported a position in JBLU in Q4 2024 and held it in 1 quarter. The position peaked at $314 in Q4 2024. 340 funds tracked by Wall St. Rank hold JBLU as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining JetBlue position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 40 JetBlue shares in Q1 2025, an estimated $263.
  • Marshall & Sterling Wealth Advisors first reported a position in JetBlue in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's JetBlue position peaked at $314 in Q4 2024.
  • 340 funds tracked by Wall St. Rank held JetBlue as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.