NewEdge Wealth’s JetBlue JBLU Stock Holding History

NewEdge Wealth’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	-17,432	Closed	-$267K	–	398
2021 Q3	$267K	Buy	+17,432	New	+$267K	0.02%	254

Other funds holding JBLU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

NewEdge Wealth's JBLU Position: Q4 2021 in Review

NewEdge Wealth sold out of JetBlue (JBLU) in Q4 2021, closing a stake of 17,432 shares — an estimated $267K sold.

NewEdge Wealth first reported a position in JBLU in Q3 2021 and held it in 1 quarter. The position peaked at $267K in Q3 2021. 391 funds tracked by Wall St. Rank hold JBLU as of Q4 2021.

NewEdge Wealth reported no remaining JetBlue position as of Q4 2021 after selling out during the quarter.
NewEdge Wealth sold 17,432 JetBlue shares in Q4 2021, an estimated $267K.
NewEdge Wealth first reported a position in JetBlue in Q3 2021 and held it in 1 quarter.
NewEdge Wealth's JetBlue position peaked at $267K in Q3 2021.
391 funds tracked by Wall St. Rank held JetBlue as of Q4 2021.

Based on NewEdge Wealth's 13F filing for Q4 2021, filed 31 Jan 2022.