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N.E.W. Advisory Services’s St. Joe Company JOE Stock Holding History

N.E.W. Advisory Services’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
Q4 		– Sell
-89
Closed -$4.4K – 912
2025
Q3 		$4.4K Sell
89
-89
-50% -$4.49K ﹤0.01% 676
2025
Q2 		$8.49K Hold
178
– – ﹤0.01% 585
2025
Q1 		$8.36K Buy
+178
New +$8.33K ﹤0.01% 641

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return

N.E.W. Advisory Services's JOE Position: Q4 2025 in Review

N.E.W. Advisory Services sold out of St. Joe Company (JOE) in Q4 2025, closing a stake of 89 shares — an estimated $4.4K sold.

N.E.W. Advisory Services first reported a position in JOE in Q1 2025 and held it in 3 quarters. The position peaked at $8.49K in Q2 2025. 296 funds tracked by Wall St. Rank hold JOE as of Q4 2025.

  • N.E.W. Advisory Services reported no remaining St. Joe Company position as of Q4 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 89 St. Joe Company shares in Q4 2025, an estimated $4.4K.
  • N.E.W. Advisory Services first reported a position in St. Joe Company in Q1 2025 and held it in 3 quarters.
  • N.E.W. Advisory Services's St. Joe Company position peaked at $8.49K in Q2 2025.
  • 296 funds tracked by Wall St. Rank held St. Joe Company as of Q4 2025.

Based on N.E.W. Advisory Services's 13F filing for Q4 2025, filed 28 Jan 2026.