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Naviter Wealth’s Joby Aviation JOBY Stock Holding History

Naviter 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
2024
Q2 		– Sell
-32,443
Closed -$174K – 235
2024
Q1 		$174K Hold
32,443
– – 0.03% 220
2023
Q4 		$216K Hold
32,443
– – 0.04% 203
2023
Q3 		$209K Hold
32,443
– – 0.05% 190
2023
Q2 		$333K Hold
32,443
– – 0.08% 192
2023
Q1 		$141K Hold
32,443
– – 0.05% 185
2022
Q4 		$132K Buy
32,443
+14,300
+79% +$57.9K 0.04% 185
2022
Q3 		$79K Hold
18,143
– – 0.03% 180
2022
Q2 		$89K Hold
18,143
– – 0.04% 180
2022
Q1 		$120K Buy
18,143
+7,143
+65% +$36.9K 0.04% 91
2021
Q4 		$80K Buy
+11,000
New +$91.5K 0.02% 97

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
8GI
8VC GP I Austin, Texas $39.6M AUM 36.39% 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

Naviter Wealth's JOBY Position: Q2 2024 in Review

Naviter Wealth sold out of Joby Aviation (JOBY) in Q2 2024, closing a stake of 32,443 shares — an estimated $174K sold.

Naviter Wealth first reported a position in JOBY in Q4 2021 and held it in 10 quarters. The position peaked at $333K in Q2 2023. 254 funds tracked by Wall St. Rank hold JOBY as of Q2 2024.

  • Naviter Wealth reported no remaining Joby Aviation position as of Q2 2024 after selling out during the quarter.
  • Naviter Wealth sold 32,443 Joby Aviation shares in Q2 2024, an estimated $174K.
  • Naviter Wealth first reported a position in Joby Aviation in Q4 2021 and held it in 10 quarters.
  • Naviter Wealth's Joby Aviation position peaked at $333K in Q2 2023.
  • 254 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2024.

Based on Naviter Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.