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Modern Wealth Management’s St. Joe Company JOE Stock Holding History

Modern Wealth Management’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
Q4 		– Sell
-3,787
Closed -$221K – 592
2024
Q3 		$221K Sell
3,787
-4,213
-53% -$247K 0.01% 398
2024
Q2 		$438K Buy
+8,000
New +$450K 0.03% 240

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
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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Modern Wealth Management's JOE Position: Q4 2024 in Review

Modern Wealth Management sold out of St. Joe Company (JOE) in Q4 2024, closing a stake of 3,787 shares — an estimated $221K sold.

Modern Wealth Management first reported a position in JOE in Q2 2024 and held it in 2 quarters. The position peaked at $438K in Q2 2024. 245 funds tracked by Wall St. Rank hold JOE as of Q4 2024.

  • Modern Wealth Management reported no remaining St. Joe Company position as of Q4 2024 after selling out during the quarter.
  • Modern Wealth Management sold 3,787 St. Joe Company shares in Q4 2024, an estimated $221K.
  • Modern Wealth Management first reported a position in St. Joe Company in Q2 2024 and held it in 2 quarters.
  • Modern Wealth Management's St. Joe Company position peaked at $438K in Q2 2024.
  • 245 funds tracked by Wall St. Rank held St. Joe Company as of Q4 2024.

Based on Modern Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.