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Newbridge Financial Services Group’s JetBlue JBLU Stock Holding History

Newbridge Financial Services Group’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
2021
Q4 		– Sell
-2,000
Closed -$31K – 1476
2021
Q3 		$31K Buy
+2,000
New +$30.7K 0.02% 544
2021
Q1 		– Sell
-7,254
Closed -$105K – 1403
2020
Q4 		$105K Sell
7,254
-8
-0.1% -$110 0.09% 218
2020
Q3 		$82K Buy
+7,262
New +$81.5K 0.08% 222

Other funds holding JBLU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Newbridge Financial Services Group's JBLU Position: Q4 2021 in Review

Newbridge Financial Services Group sold out of JetBlue (JBLU) in Q4 2021, closing a stake of 2,000 shares — an estimated $31K sold.

Newbridge Financial Services Group first reported a position in JBLU in Q3 2020 and held it in 3 quarters. The position peaked at $105K in Q4 2020. 391 funds tracked by Wall St. Rank hold JBLU as of Q4 2021.

  • Newbridge Financial Services Group reported no remaining JetBlue position as of Q4 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 2,000 JetBlue shares in Q4 2021, an estimated $31K.
  • Newbridge Financial Services Group first reported a position in JetBlue in Q3 2020 and held it in 3 quarters.
  • Newbridge Financial Services Group's JetBlue position peaked at $105K in Q4 2020.
  • 391 funds tracked by Wall St. Rank held JetBlue as of Q4 2021.

Based on Newbridge Financial Services Group's 13F filing for Q4 2021, filed 19 Jan 2022.