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Monterey Private Wealth’s Joby Aviation JOBY Stock Holding History

Monterey Private Wealth’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$82.5K Buy
13,709
+1,187
+9% +$8.89K 0.02% 138
2024
Q4 		$102K Buy
+12,522
New +$83K 0.03% 138
2024
Q3 		– Sell
-10,608
Closed -$54.1K – 127
2024
Q2 		$54.1K Buy
10,608
+180
+2% +$896 0.02% 118
2024
Q1 		$55.9K Buy
10,428
+294
+3% +$1.67K 0.02% 112
2023
Q4 		$67.4K Buy
+10,134
New +$62.4K 0.03% 105

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
U
Uber San Francisco, California $3.6B AUM 19.81% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Monterey Private Wealth's JOBY Position: Q1 2025 in Review

Monterey Private Wealth increased its Joby Aviation (JOBY) stake by 9.5% in Q1 2025, buying an estimated $8.89K and bringing the position to 13,709 shares worth $82.5K. The position accounts for 0.02% of the portfolio, ranked #138.

Monterey Private Wealth first reported a position in JOBY in Q4 2023 and has held it in 5 quarters since. The position peaked at $102K in Q4 2024. 354 funds tracked by Wall St. Rank hold JOBY as of Q1 2025.

  • Monterey Private Wealth held 13,709 shares of Joby Aviation worth $82.5K as of Q1 2025.
  • Monterey Private Wealth bought 1,187 Joby Aviation shares in Q1 2025, an estimated $8.89K.
  • Joby Aviation made up 0.02% of Monterey Private Wealth's portfolio in Q1 2025, its #138 holding.
  • Monterey Private Wealth first reported a position in Joby Aviation in Q4 2023 and has held it in 5 quarters since.
  • Monterey Private Wealth's Joby Aviation position peaked at $102K in Q4 2024.
  • 354 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.